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.
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.
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.
In 10 minutes Jon Burgmann has leads to keep him busy for quite some time. He just followed the Redbird model to get involved with BNI.
Too many salespeople lean on technology to build their business. We’ve had a great experience with a, what… car salesperson, and we’re dying to tell you about it.