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.
How much time should you spend coaching your sales team?
How much time should you spend coaching your sales team? It depends. You spend all the time coaching your sales team until they are self-sufficient without you. Every chance, moment, and mistake is a coaching opportunity.
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.
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.
A Done-For-You Medicare Business Plan
Done-for-you Medicare business plan aimed specifically at navigating the dynamic world of Medicare and senior market sales.
Why Financial Advisors Should Include Medicare [Commentary Included]
In my 26 years in the Medicare industry, I have met with thousands of financial advisors to discuss the Medicare opportunity and what I believe is Medicare’s important place in a holistic financial plan.
Medicare Agent’s Guide to AHIP Certification in 2025 [GET AHIP Discount Code Here]
AHIP is required for any health agent selling Medicare Advantage. Learn about AHIP and get your $50 AHIP discount code here.
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