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.
Our own minds are sometimes our biggest enemies. Challenge yourself to mean “yes” when you say “yes”.
Too many agents under-estimate the value of conducting their own Social Security workshops. There is great opportunity.
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.
If you’re not offering fixed annuities then you are walking away from opportunities to build relationships, help clients.