Newest Blog Posts

Three Steps to Implement Wealth Transfer into Your Practice

May 28, 2015 By Drew Gurley

Here’s a scenario: one of your clients has an IRA and they want to leave it as an inheritance for their children or grandchildren. What do you do?

Insurance Producer Tips: 9 Health Conditions Every Life Insurance Producer Should Know

May 21, 2015 By Drew Gurley

We’ve all seen the applications that specifically ask: “Have you been turned down for life insurance in the last 12 months?” You do not want your clients to answer yes to that question.

Insurance Producer Tips: 4 Lessons from a Top Producer

May 14, 2015 By Drew Gurley

John Byrne has a big goal for his business: Focus on 15-20 deals per year and close 7-10. Doesn’t sound too tough huh? John’s deals will generate nearly $1,000,000 in premium and nearly all comes from referrals.

How to Sell Tax-Free Retirement: 6 IUL Sales Tips

May 5, 2015 By Drew Gurley

Using indexed universal life insurance (IUL) to sell Tax-Free Retirement

We have been training agents and helping clients with tax-free retirement and have compiled six keys to helping insurance producers get comfortable with indexed universal life insurance (IUL).

Under Promise and Over Deliver: 73% of Sales Reps Suck at This

April 30, 2015 By Todd Gurley

Adding value for clients is the most important yet most abused line used by agents. It is achievable, however, most sales reps aren’t taking these steps.

Health Insurance Agents and Big Businesses Drop the Ball on Customer Experience

April 23, 2015 By Todd Gurley

Big business leaves an opening a truck could drive through

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.

3 Compelling Reasons You Should Sell Life Insurance Online

April 16, 2015 By Drew Gurley

Internet sales: what doesn’t kill us makes us stronger

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.

3 Signs You’re Not Ready To Start A Business

April 15, 2015 By Redbird Agents

Are you ready to start an insurance business?

We ran across Travis recently and liked his approach to entrepreneurship. Having started six businesses classifies him as a grizzled veteran and this story takes an interesting approach to deciding whether taking the plunge is right for you.

Three reasons fixed annuities can relieve client stress

April 15, 2015 By Redbird Agents

Eight years and counting since 2007 and many are looking for safe, low risk options.

Consumers Have Newfound Interest in Fixed Indexed Annuities

April 3, 2015 By Drew Gurley

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.

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Three Steps to Implement Wealth Transfer into Your Practice

Insurance Producer Tips: 9 Health Conditions Every Life Insurance Producer Should Know

Insurance Producer Tips: 4 Lessons from a Top Producer

How to Sell Tax-Free Retirement: 6 IUL Sales Tips

Under Promise and Over Deliver: 73% of Sales Reps Suck at This

Health Insurance Agents and Big Businesses Drop the Ball on Customer Experience

3 Compelling Reasons You Should Sell Life Insurance Online

3 Signs You’re Not Ready To Start A Business

Three reasons fixed annuities can relieve client stress

Consumers Have Newfound Interest in Fixed Indexed Annuities

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