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 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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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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Sep 07

4 Tips to Put the Life Back into Life Insurance

A life insurance agent’s real business is in relationships. Since the average consumer buys life insurance seven to ten times in their life, it is in the agent’s best interest to focus on developing a relationship with a prospect, rather than closing a sale. This is especially true since it’s a well-known fact that the easiest sale to make is to a current client....

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Jul 20

Are You Preparing Your Clients for Life’s Unexpected Curveballs?

I have been wholesaling life insurance products for 24+ years, and, oddly enough, I genuinely enjoy the work that I do. It was not my expectation to be in this business for so long and be the life of the party (pun intended), detailing my exploits within the life insurance world. Thrilling conversation starter and ender.

The secret for me is the satisfaction of...

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