Anti money laundering training is required every 2 years for insurance agents. Use our Webce and Limra AML guides to stay up to date.
Cross Selling life insurance is all about knowing the right company to pick for your client. Consistent training makes it easier. Part 4 of 6
Most P&C agency owners know they should be cross selling life insurance but aren’t sure where to start. Along with a consistent marketing plan, training your CSRs is the next big step to effectively round out your accounts.
In sales-driven businesses like insurance, marketing is often mistaken for sales. And, vice versa. Sales don’t happen without leads and leads don’t happen without some type of marketing.
Many P&C agents dismiss life insurance as a distraction. The sales cycle can be longer than P&C and, despite what you might read elsewhere, selling life insurance is not as easy as falling off a log.
The Internet has provided us all a new, easy way to reach an audience. What hasn’t changed are the basics of great writing, whether it’s a blog, a book or a message board on a blimp. These 10 tips will help you in creating something others will want to read.
The Insurance Agent Salary Estimator is a great tool to forecast your sales for the upcoming year and see how new marketing efforts increase your income.
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.
Building relationships with your clients is the lowest cost and fastest way to generate leads and cross selling opportunities. We use policy reviews as one of the ways we regularly stay in touch with clients and generate new ideas for them.
The purpose of the letter is simple: provide case-specific details that help get your client the most competitive offer from the insurance company and likely expedite the approval process.