Dec 07

3 Business To-Do's to Tackle Before the New Year

When is the best time to create and plan next year’s goals and implement your 2019 plan?


December is a strange month. During the first few weeks, people scramble to tie their year up by jamming four weeks of work into two. Then in the last two weeks of the month, you hear crickets in the office as everyone has disappeared for the holidays. But really, now is...

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Nov 23

3 Ways to Get Involved in The Community This Holiday Season

The holiday season is upon us! Things can get hectic with family dinners, present-wrapping, and errand-running, but we have some ways for you to not only make an impact with your community, but also maintain your client relationships. Establishing yourself as an active member in your community allows you to connect with new people and strengthen your existing...

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Nov 16

Tips for Preparing Your Client for The Paramedical Exam

As you may be aware, many insurance carriers now offer policies that don’t require clients to take an insurance exam. However, there are still times when an exam is necessary, and it’s important to guide your client through every stage in the application process.

The paramedical exam can be intimidating for your client, especially if it’s his or her first time....

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Nov 09

3 Questions to Ask When Evaluating an Annuity

People invest billions of dollars in variable annuities with Guaranteed Living Income Benefit riders. After owning these variable annuity policies for several years, many clients begin to reevaluate their purchase and realize they should discuss alternative options with their financial professional.

Plenty of these customers need guidance on what they should do...

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Nov 02

Halloween Reflections: Helping Clients Insure Their Life(style)

This week, many people celebrated Halloween, a time for scary movies and adorable children dressed in fabulous costumes. This time of year, my memories always revert to when my daughter was little. We live in a great neighborhood, particularly for Halloween, which is why it attracts hundreds of trick-or-treaters every year. When my daughter was young, we always...

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