A well-crafted fact finder is one of the most powerful tools an insurance agent can use to build relationships, close sales, and set the stage for future sales opportunities. Take look at how each section of a fact finder will help you short and long term when building client relationships.
The “1,2,3,4,5 Method” of Selling Hospital Indemnity Insurance with Medicare
The 1,2,3,4,5 method of presenting hospital indemnity insurance is going to change your life, and simplify the cross selling dilemma.
3 Easy Steps for P&C Agents to Start Selling Life Insurance
Redbird’s Simple Get Started Solution for P&C Agents Who Are Considering Selling Life Insurance
How to Not Suck at Being an Insurance Agent
Think about it this way: you are unemployed every minute you are not in front of or talking with someone. Commit yourself to the proven tools and strategies for success and hold yourself relentlessly accountable.
Professional Agent’s Guide for Learning How to Sell Annuities
Getting a client to understand the role of annuities in their overall financial plan is just as hard for a fixed agent as it is for the registered rep pitching market-based products.
RISE Medicare Marketing & Sales Summit Review
As we look ahead to planning our event attendance for the upcoming year, one conference that deserves a closer look is the RISE Medicare Marketing & Sales Summit
MedicareCon Review
Having attended MedicareCon myself, I can confidently say that this is one of the most valuable events for Medicare agents and professionals who are serious about growing their business and succeeding in the Medicare market.
Estate Planning: What Life Insurance Agents Need to Know
Let’s face it, nobody likes to think about their own mortality. However, as an insurance agent, dealing with this reality is part of our daily routine. Our role goes beyond selling insurance products; it involves guiding our clients through the complexities of financial planning, one crucial aspect of which is estate planning.
The Essential Guide to Life Insurance for Expats
This guide equips licensed insurance agents with the knowledge required to navigate the complexities of life insurance for expats
Insurance Agent’s Guide to Premium Finance for Life Insurance
Explore life insurance premium financing solutions and become the go-to insurance agent for tailored wealth management strategies.
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