August 2020 Month in Review

This month we are joined by two BISA Board Members and bank brokerage program leaders, Dorothy Mitchell of US Bancorp and Paul Hansen of Key Bank. In addition to the monthly trends, we will hear them discuss how their top producers have embraced virtual meetings and the planning process. They also cover life insurance awareness month initiatives, and the 2021 planning process.

July 2020 Month in Review

This month we are joined by Wallace Harris Jr. of BMO Harris, Rich Koll of Investors Bank, and Bob Thompson of S&T Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. In addition to the monthly trends, we will hear them discuss the surge in three-year fixed annuity sales due to the “rate play”, how the pandemic gave clients time to focus on getting their financial houses in order, and how remote work forced advisors to not be dependent on their branches for new business.

June 2020 Month in Review

In this episode we are joined by Mike Miroballi and John Olerio who run the investment programs at Huntington Bank and Webster Bank respectively. In addition to discussing June’s sales trends, they also discuss their surprising July revenue surges, factors that are offsetting revenue declines being experienced by others, advisors that are rising to the top during the crisis, and initiatives that are helping them buoy sales.