Sep 06

A Different Perspective on Long-Term Care

Collateral damage inflicted by a spouse or parent needing Long-Term Care (LTC) can be catastrophic to family and loved ones. Unfortunately, this important topic often gets brushed over or left out of the conversation regularly by financial professionals.

Most financial professionals will take the time to discuss the cost risks associated with not having a plan for...

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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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Apr 26

How to Manage Your Clients' Expectations Throughout the Application Process

You have sat down with your client and gathered enough information to determine what insurance company and product fits their needs. They have agreed upon all of this and they've signed an application.

You have done great up to this point. Even though the sale is not yet complete, it’s out of your hands, right?

Well, not exactly.

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Apr 19

The Ultimate Lesson to Grow Your Business

Last week, we discussed how you as the advisor can contribute to your business growth by hiring experts and allowing them to do their job. This approach focuses on self-development and how it can contribute to the success of your business. This week, we’re going to review the next secret to building a successful practice, and the answer to your growth strategy is...

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Apr 12

Consider This Unique Outlook on Running Your Business

As the first of a two-part growth strategy for your business, this blog post focuses solely on you, the advisor. Most agents begin their business with the “do it yourself” approach. This can work in the beginning but eventually, you’ll need assistance to continue to grow your business. It can be a difficult decision to ask for guidance in running your company, as...

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