Two Important Points on Closing More Life Insurance Sales [Examples Included]
Closing Point #1… No One Likes To Be Told What To Do! One of the main reasons why so many agents and advisors struggle with closing life insurance sales is they tend to lecture and tell prospects what...
View ArticleProtecting Your Nest Egg(s)
As financial advisors, we are required to take exams, acquire licenses, and perform continuing education, with the primary objective of helping our clients: Protect wealth Save wealth Grow wealth...
View ArticleTestimonials You Can Use No Matter How You Are Licensed
We’d all love to use testimonials… they are powerful. However, the rules about testimonials depend upon how you are licensed. So, let’s just talk about the potential ways to use testimonials...
View ArticleTrusted Advisor or Typical Salesperson?
Does anyone, besides me, get a little tired of the buzz words thrown around in the sales profession? Salespeople are told to be trusted advisors, consultants and solution salespeople. Just what does...
View ArticleThe 3 Building Blocks of Life Insurance
All life insurance products are actuarially created by calculating the relationships of mortality, interest, and expense, and the financial values resulting from each based on time. The assumptions...
View Article5 Rules for a Knock Out Speech
I was the speaker at an event last week for a financial firm. One of those “kickoff the quarter” deals. It’s always great to be part of an initiative to help sales producers (in this case financial...
View ArticleThe 7 Deadly Referral Mistakes
Check out these 7 common mistakes most financial professionals are making. Are you making them? Are they killing your chances for more high-quality referrals? MISTAKE #1 – Lack of Commitment to...
View Article#1 of the Top 10 IRA Mistakes
Mistake #1 – Missing a Required Minimum Distribution (Best used by having your clients or prospects read) 1st of 10 from the Book “Top 10 IRA Mistakes and How to avoid IRS Tax Traps” Stay tuned for...
View ArticleBasic Steps to Protect Your Clients Against Financial Ruin
Picture this. Your best clients are John and Jane Smith. Tomorrow you are sitting in your office and the phone rings. You pick up the phone and it’s Jane Smith, who says; “I have some terrible news....
View ArticleNew Fiduciary Rule: A Game Changer for Brokers
With today’s standards for selling retirement tools under scrutiny, it’s time to rethink your strategy of offering clients your recommendations for products like annuities and high-commission plans....
View ArticleHow to Sell in Post Health Care Reform
Insurance consumers will always need insurance professionals. 2014 and President Obama’s sweeping Health Care Reform bill has been approved. It does not matter that the bill actually became law –...
View ArticleHow To Build Your Insurance Practice
At the end of this article is The Big Secret for achieving consistent sales success in the insurance business! However, before we get there, we need to examine four key reasons why agents fail to...
View ArticleWhy Life Polices Still Have to Be Sold
It’s another inconvenient truth that life insurance is not a demand product. People just don’t line up for the stuff. Despite the hopes of those who want to eliminate selling from the life insurance...
View ArticleEmployee Benefits Change or Not?
Those of us that work in the employee benefit world have come to expect change. Whether it is the removal of certain parts of the ACA or it is the deferral of other aspects of the ACA, we live in a...
View Article3 Tips On How To Improve Your Insurance Website for 2016
Over the last 10 years we have designed over 1,000 websites for independent insurance professionals. During that time is has become very obvious that it’s harder working with agents who are building...
View Article3 Strategies for a Great 2016 and Beyond
Before we get to the 3 Strategies, let’s start with a simple formula you can use for any aspect of your business. Nothing magic here; simple and effective: Vision > Strategies > Tactics....
View ArticleThe Power of Permanent Life
I recently received a one-page description of life insurance. The original author is unknown, but it appeared by the style and wording to have been written some time ago. This description of life...
View Article*Special 2-Week Free Online Insurance Agent Summit*
Insurance Agent Summit has brought together 60 of the world’s most influential agents and industry leaders to tell you exactly how they and other agents are beating the competition and building the...
View ArticleeApps. Can they be an answer to writing more business?
Fast. Simple. More. Next! Those are necessary watch words for any insurance professional that wants to succeed today. You can still only see so many people in a week so what can you do to generate more...
View ArticleWould You Like a Sales Idea?
Here’s one you can show clients to help manage the tax treatment of retirement assets – resulting in the potential for higher net income during retirement years. Use this new product by sharing this...
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