[Case Study] How We Built Our Local Insurance Agency
Over 30 years ago, John and I started our local insurance agency. We went through all those growing pains, from making expensive marketing mistakes to finding and hiring the right staff members.…
Recognizing Our Heroes This Veterans Day
The celebration or recognition of Veterans Day is something that we all take very seriously. I am the proud father of three great kids, and I have nine grandkids. Technically, one is still in the…
The AEP Pep-Talk You Really Need Right Now
Good news – you have made it through week one, and you are well on your way through week 2 of AEP. This is the most fun time of the year if you love to write business. I know some people complain as…
2018 AEP is Here!
It's that time of year again where we're rolling into the 4th quarter and the Medicare Annual Enrollment Period (AEP) is right around the corner. We wanted to send you a word of encouragement as well…
8 Questions to Get Your Clients and Prospects Talking Every Time
Whether you’re meeting a prospect for the first time or you’re having your tenth renewal appointment with a loyal client, sometimes the conversation can get stuck.
What to Do After a Client’s Death: Senior Insurance Agent Discussions
What’s your process for dealing with the death of a client? Help us help each other by leaving a comment at the end of this article. If you work in senior insurance sales, dealing with the death of a…
10 Questions You Should Ask a Field Marketing Organization (FMO) Before Contracting
All insurance agents will need to find a good FMO at some point, but looking around on Google and spying on the insurance forums will only get you so far. So, if you’re searching for a new upline and…
One Simple Phrase That Will Help You Close Any Insurance Sale
You’re giving a presentation to a brand new client.
Marketing 101 for Independent Insurance Agents: 17 Ways to Successfully Generate More Leads
Finding new leads is often the No. 1 problem for independent agents. When you’re captive, you don’t have all the luxuries of being independent, but you don’t really have to worry about finding your…
The Ultimate Agent Checklist for Annuity Sales
Annuities might sound complicated, but once you really get into it, you realize that they’re much simpler than you might have previously thought!
