Recent Posts
My client wants to protect her family in case of premature death
Review your client’s current Life Insurance policies
What to do when your client wants income but doesn’t want to lose principal
As you may know, most Single Premium Immediate Annuities (SPIA) are purchased with a lump-sum payment, where the client's principal is used to "purchase" a future income stream. In that scenario, the…
Case of the Week: $95,000 CD
Med Supp Cross-Selling Cheat Sheet
You have current Medicare Supplement clients that fall into 1 of the 5 categories below.
Do your current clients have life insurance with another agent?
Do you need a reason to offer a Life Insurance Review for your current Medicare Supplement clients?
Have you offered your current clients a Life Insurance Review?
Agent: “Do you have Life Insurance”?
Introducing the Interactive Field Underwriting Guide
Not all life insurance cases involve the age 65 female with NO health issues and NO meds. Your cases involve real people with real medical conditions. Use this tool to get a feel for how John…
Coaching basketball and selling insurance
I coached D-1 college basketball for 16 years. Part of my job was to recruit the best players possible that “fit” our program. I talked to literally hundreds of High School coaches during that time.…