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...
View ArticleAnnual 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...
View ArticleTax 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...
View ArticleTax Reduction Tools for Producers
Many people are exhausted after tax season. They’ve been busy tracking down receipts, filing paperwork and meeting deadlines. Many just want a break from numbers for a while.But it’s an agent’s job to...
View ArticleWhen Annuities Make Sense in Retirement
With life expectancies greater than ever, retirement could very likely be the longest phase of our client’s lives. Therefore, it is absolutely imperative for retirees to have a plan in place that; •...
View ArticleConsumers Investing Earlier, Tapping into Benefits Longer
Annuities can be great investment tools. And with a younger crowd stepping into the early retirement planning realm and later generations living longer, there are a lot of investment opportunities to...
View ArticleThe Approach for Clients to Hand Over Referrals
Why don’t you get more referrals? Your clients love you. They know you are smart and provide great service. We assume they like their family and friends. So why don’t they refer more?The answer is...
View ArticleHow to Sell Life Insurance in the Workplace
If you are trying to sell life insurance by cold calling, buying expensive leads or knocking on doors, you might be surprised to learn that there is a much easier way to sell life insurance. That...
View ArticleQuestions of the Jury
I was almost on jury duty last week – actually disappointed that I wasn’t. I showed up and simply wasn’t selected. The whole process is absolutely fascinating! (No doubt, I was the most excited person...
View ArticleWhich 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...
View ArticleJust 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...
View ArticleAnnual 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...
View ArticleTax 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...
View ArticleWeb 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...
View ArticleWays 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...
View ArticleHow 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...
View ArticleReferrals 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...
View ArticleRewarding 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...
View ArticleHow 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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