It’s amazing how much good business is put in harm’s way because producers don’t know the pitfalls that can occur with insurance exams and screening laboratory tests. What’s more, these consequences are largely avoidable. That is, if you know what they are and take the proper precautions. Basic Guidelines Wizened producers always try to get their clients examined in the …
Read More »Engage Your Prospect’s Learning Style
The successful outcome of your next sales presentation will be determined largely by your ability to do two things very well; develop rapport with your prospect and adapt your sales message to engage his or her preferred "learning style."
Read More »Create a Smart End-of-Life Plan for Your Clients
At best, your clients might have started their estate planning process by creating a will or trust. However, the harsh reality is that over 70% of Americans have no form of estate plan.
Read More »You’re Never Too Old to Own Life Insurance!
Senior clients often assume they no longer have a need for life insurance. Before they ditch that life insurance plan, it’s important to advise them about the countless benefits life insurance can continue to provide—even in their retirement years. Many clients reach a point in their life when they begin to question the necessity of life insurance. Obviously, their situation …
Read More »Life Insurance: More Important Than Ever!
"28 percent of those surveyed bought life insurance for the first time last year."
Read More »CDs Vs. Annuities: Where Should Clients Invest Their Money?
"It's important to remind your clients that annuities are extremely safe because they are issued by insurance companies."
Read More »The Life Settlement Process – You Can’t Tell the Players Without a Scorecard
Life settlements are very complex, highly regulated transactions that involve a long process, lots of due diligence, and loads of paperwork. But you can take some of the mystery out of the process if you know the players involved and the part they each play in the process. The process is easier to understand if you grasp that the players …
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