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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Feb 22

Life Policy Reviews: The Why, Who, and How

Could offering portfolio analyses be the missing piece to your practice? A complimentary life insurance policy review is a great way to connect with more people and delight current clients. It provides value to your client, but make sure to always keep in mind the overall goal of the portfolio analysis: to find the best policy for the right reasons. 

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Feb 01

Back to Basics: How well do you understand life insurance products?

When considering the right life insurance products for your clients, there are a variety of options available that offer a range of features. I've recognized that there's a common misunderstanding over these different product options. Because of this, I have created an outline of the various features of three insurance products to help financial professionals in...

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Jan 18

FIUL for Retirement Income?

Do your clients want both a death benefit as well as a way to save for retirement without losing access to their money?

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Oct 12

FIUL: Preparing for Life's Big "What Ifs"

Flexibility is one of those overused "buzz" words, but when it comes to life insurance, specifically to Fixed Index Universal Life Insurance (FIUL), there's no better word to describe one of its key attributes.Think about it this way. What's changed in the lives of your clients in the last 20 or 30 years?  Well, depending on their age, it could be any or all of...

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