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Which Life Insurance Policy Is Right for Your Client?

Agents should review their client’s life insurance needs at least every five years, because in every stage of life, coverage is a necessity.In an April 2018 LIMRA study, one in five people with life...

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Just Email Me Something

What do you say when you get this objection while prospecting?If you’re like many sales reps, you accept this stall and become a willing participant in the follow-up drama that ensues. And you know how...

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Annual Reviews are Due

As financial professionals, our job is to constantly seek new and improved ways to strengthen our client’s financial future. Nothing could be more fitting and fruitful for us to accomplish such an...

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Tax Strategies to Ease Client Retirement Preparation

Taxes play an important role at every stage of life and are a crucial aspect of financial plans for advisors to discuss with clients. Clients should regularly monitor how taxes will affect assets over...

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Web Presence Tips for Independent Agents

#1. Whether you value them or not the consumer now considers your website, your Facebook business page and your LinkedIn account like your modern-day office. Take pride in them, make sure they give the...

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Ways to Keep Generating Referrals

If you’ve been following my work for a while, you know that I view the word “referrals” as a “for internal use only” word. When talking with your clients, prospects, and centers of influence, I suggest...

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How Many Sales Opportunities Do You Miss?

And I mean every day!I often share a story about one of the networking connections I made when on an airplane. I struck a conversation up with a young woman who was seated next to me. In fact, I always...

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Referrals Aren’t Enough Anymore!

Have you noticed how difficult it is to reach people these days?  I’m sure you have. It’s hard enough reaching our existing clients, let alone prospects. The days of walking away with names and numbers...

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Rewarding Referrals Creates More Referrals

Let’s start with some empirical evidence – then we’ll get to the “how to.”  I’ve seen two studies that indicate rewarding clients for giving referrals stimulates more referrals. The first study was a...

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How To Find And Attract New Insurance Sales

Would you like to know the best insurance prospecting strategies for you to consistently find and attract new sales? And then learn how you can do it all in your local community?Whether you are new or...

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