Jun 14

I Hate Annuities

Have you ever had a client or prospect say, “I hate annuities?”

When I have conversations with clients about why they hate annuities, I have to do some digging to get to the answer. The first question I ask is, “what is it about annuities that you hate?” The common theme I find during these discussions is that clients don’t have a clear understanding of what an...

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Jun 07

Use These Three Ways to Have a Successful Client Meeting

First impressions are just as important for your clients as they are for you. Make your first meeting with clients productive and successful.

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May 31

How to Make Annuity Awareness Month Work for You

When it comes to developing a marketing campaign, choosing a compelling message can be daunting. That’s why when a national campaign comes along, it’s a great idea to take advantage of the message’s momentum. Jump on the ol’ bandwagon, if you will. As we close the book on May 2019, a national campaign will once again launch on June 1st – Annuity Awareness Month. 

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May 24

Nothing Lasts Forever - Not Even a Compliance Approval

You understand the risks involved with running a successful insurance practice. And one of the key risks you face is the advertising you use to promote yourself and attract new clients. It’s highly visible, and it’s in writing, memorialized for regulators and litigation attorneys to potentially use against you. With so many regulations (which can even vary by...

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May 17

Here Are 5 Common Life Insurance Objections and How to Overcome Them

Recently on LinkedIn, a successful agent I know answered a newer agent's question on how to grow her business. I was impressed with his response to the inquiry:

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