Kinetic Agency

Kinetic Agency An independent financial brokerage company focused on delivering our advisers the absolute best solu

We are an independent financial brokerage company focused on delivering our advisers the absolute best solutions related to: marketing, branding, analysis, case design, practice management. We have a suite of products, platforms, and technology that can efficiently increase brand awareness and client acquisition through relevant and thought provoking content delivery. Headquartered in Downtown Los

Angeles, Kinetic Agency consults with independent advisers on strategies to compete in the constantly evolving financial industry. We have succeeded in delivering superior results to accomplished advisers looking to take their practice to the next level. Our company welcomes the opportunity to introduce you to our brand of tailor-made services and individualized attention.

Kinetic Koffee: Market Recap and Allianz 222 Bonus Update -
06/28/2021

Kinetic Koffee: Market Recap and Allianz 222 Bonus Update -

THE WEEK AHEAD: KEY ECONOMIC DATA Tuesday: Consumer Confidence. Wednesday: ADP (Automated Data Processing) Employment Report. Thursday: Jobless Claims. ISM (Institute of Supply Management) Manufacturing Index. Friday: Employment Situation Report. Factory Orders. Source: Econoday, June 25, 2021 The E...

Kinetic Koffee: Weekly Call📞 -
06/11/2021

Kinetic Koffee: Weekly Call📞 -

Seminars are back! Our data indicates that both advisors and consumers are ready to return to normal. See how these advisors are gaining back lost ground and reclaiming control of their 2020 production goals.

Kinetic Koffee: Rising bond yields deliver a blow to stocks -
03/01/2021

Kinetic Koffee: Rising bond yields deliver a blow to stocks -

Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower. The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined 2.45%. The Nasdaq Composite index, home to many high-valuation growth pla...

Kinetic Koffee: Market starts 2021 on a high -
01/11/2021

Kinetic Koffee: Market starts 2021 on a high -

Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading. The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500 increased by 1.83%. The Nasdaq Composite index, which led throughout 2020, picke...

Kinetic Koffee: COVID-19 vaccine led to a positive market -
12/21/2020

Kinetic Koffee: COVID-19 vaccine led to a positive market -

Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.  The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500 picked up 1.25% while the Nasdaq Composite index surged 3.05%. The MSCI EAFE index, wh...

Kinetic Koffee: Markets react positively to the election -
11/09/2020

Kinetic Koffee: Markets react positively to the election -

Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies. The Dow Jones Industrial Average jumped 6.87%, while the Standard & Poor’s 500 tacked on 7.32%. The Nas...

Kinetic Koffee: increase in COVID-19 cases, matched with downbeat Fed forecast, weighed on markets. -
06/15/2020

Kinetic Koffee: increase in COVID-19 cases, matched with downbeat Fed forecast, weighed on markets. -

Built for Accumulation - Robust ETF Index Crediting - No Fees Often when going over the interest crediting section of an annuity contract, a lot of clients ask about the index they're tracking and how it works. Explaining the crediting can get complicated with risk-controlled indexes and managers th...

03/25/2020

Advisors,

Now more than ever, existing clients and old leads need your help navigating the current market environment.

Join our webinar on March 26th, at 11AM PDT, to learn how to use our Lead Reactivation Campaign to acquire new business from existing leads remotely.

This campaign will help identify new opportunities from your previous marketing efforts without having to invest in a huge budget. Our team can even help you set up virtual meetings with little to no effort of your own to ensure everyone's health and safety.

Join us on March 26th at 11AM PDT to learn about our latest marketing platform.

https://register.gotowebinar.com/register/683471127256246285

03/24/2020

Dinner Seminars are not doing well. Join the Kinetic team to go over alternative marketing strategies. Agenda: -Market Update on Coronavirus -Dinner Seminar Update -Alternative Marketing Strategies -Annuity Update -Summary of Case Study

03/13/2020

Dinner Seminars are not doing well. Join the Kinetic team to go over alternative marketing strategies. Agenda: -Market Update on Corona Virus -Dinner Seminar Update -Alternative Marketing Strategies -Annuity Update -Summary of Case Study

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633 W 5th Street
Los Angeles, CA
90071

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