Adding value for clients is the most important yet most abused line used by agents. It is achievable, however.
Blending touch and feel is a big part of creating great customer experiences that many large companies can’t deliver. A unique opportunity exists to outflank them.
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.
Eight years and counting since 2007 and many are looking for safe, low risk options.
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.
A lot of money—trillions, in fact—will be inherited over the next 30-40 years. Help clients receiving that windfall to spread their risk with defensive-minded solutions.
Use the issue of healthcare rather than just its products to drive downstream opportunities.
80% of agents spend time on the wrong deals while the other 20% close more. This is likely due to a lack of insurance sales training. Check out these 4 tips.
Surprise… clients may actually want to know how the watch is built rather than just what time it is.
Great customer experiences are few and far between in insurance. We better get our act together and quick.