Here’s a scenario: one of your clients has an IRA and they want to leave it as an inheritance for their children or grandchildren. What do you do?
Insurance Producer Tips: 9 Health Conditions Every Life Insurance Producer Should Know
We’ve all seen the applications that specifically ask: “Have you been turned down for life insurance in the last 12 months?” You do not want your clients to answer yes to that question.
Insurance Producer Tips: 4 Lessons from a Top Producer
John Byrne has a big goal for his business: Focus on 15-20 deals per year and close 7-10. Doesn’t sound too tough huh? John’s deals will generate nearly $1,000,000 in premium and nearly all comes from referrals.
How to Sell Tax-Free Retirement: 6 IUL Sales Tips
We have been training agents and helping clients with tax-free retirement and have compiled six keys to helping insurance producers get comfortable with indexed universal life insurance (IUL).
3 Compelling Reasons You Should Sell Life Insurance Online
Be careful to not always believe what you read. The digital wave in insurance is real but let’s not kill off the independent agent quite yet.
Consumers Have Newfound Interest in Fixed Indexed Annuities
Eight years ago you couldn’t give away a Fixed Indexed Annuity. It’s amazing what a recession and some serious product improvement have done for FIAs.
(UHL) United Home Life Agent Contracting
Redbird Advisors can help you get contracted with United Home Life .
We’re not alone so we better figure out how to please the customer
Great customer experiences are few and far between in insurance. We better get our act together and quick.
Social Security workshops driving quality leads
Too many agents under-estimate the value of conducting their own Social Security workshops. There is great opportunity.
Just because a client is “sure” about a decision doesn’t mean they are “right”
With more than $1 million at stake over their remaining life, choosing when to start taking Social Security is a decision most clients need help with.
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