Apr 17

How to Become a Thought Leader in Your Industry

Becoming a thought leader for your industry can transform your brand because it positions your company as an industry leader, opens the door for new possibilities, and builds trust with your community. These 6 tips will get you started to build your thought leadership:

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Mar 23

Top 4 Reasons You Need a Succession Plan

A new prospect came into our office last week, and I asked him, “So, what brought you to us?”

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Feb 16

5 Reasons Your Applications Are NIGO (And How to Avoid Them)

You’re probably familiar with the expression, “the devil is in the details.” Well, this holds true with life insurance and annuities. When it comes to client retention, attention to detail is critical to your success. These devilish details can affect your client service, thereby seriously impacting your reputation as an advisor or agent. Too many missed details...

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Jul 07

Heading In To A Summer Sales Slump? Choose Not To Participate...

Do you allow yourself to succumb to the excuses many in sales use for a Summer Sales Slump?

  • Everyone is on vacation!
  • No one makes buying decisions in the summer!
  • This is golf/fishing/boating/(fill in the blank) season!
  • Its too nice out to stay in an office all day!

The secret to avoiding a Summer Sales Slump is to not buy into the typical excuses. Funny how we...

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Feb 24

Mind Your Business

“Preparation is the key to success” – Alexander Graham Bell

Many of you probably remember the "good old days", when submitting annuity business was as simple as a one-page application and a check. Unfortunately, those days have passed us by. Today’s annuity sales require product training, anti-money laundering training, suitability profiles, product disclosures,...

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