Beating the dead horse of cross-selling
I've been in this business long enough to remember when the majority of your sales were not made during the last quarter of the year. I can remember growing a beard in December because no one wanted…
Why bother with a Life Insurance Review?
One of our agents recently went out door-knocking. Our cold-call case of the week shows us why Life Insurance Reviews are so good for agents and clients.
A Creative Annuity and Life Insurance Solution
I recently worked with a couple (Mr. & Mrs. Jones) who were interested in annuities. They were looking for a retirement vehicle that would offer a steady flow of income for life. They had just under…
This is a great alternative to an annuity
We have a great alternative to offer your clients wanting a fixed annuity.
Video: What the Manhattan Life Med Supp has to offer
With AEP season approaching, here is an overview of what the Manhattan Life (MLIC) Med Supp plans have to offer. We feel that this carrier is one you should definitely have in your kit!
Video: Dental / Vision / Cancer (DVC) Plan?
John Hockaday describes a new insurance product you can offer your clients, from United National Life. This plan can be much more helpful to your clients than a DVH plan.
Video: How to add your info to your client’s phone
You want your info saved on your clients’ phones. This is way better than a business card, because they always have their phones with them. This lets them know it’s you when calling them, and it…
Case of the Week: Savings but no Long Term Care
We recently helped an agent with his client, a 65 year-old female with mild asthma (she takes Prednisone and Dexilant) and acid reflux. She's a former smoker, and has $50,000 in savings. She does NOT…
Case of the Week: Comparing Long Term Care Options
Recently, I presented a couple in their 50’s with possible solutions to future long term care concerns. I shared with them traditional long term care insurance and the “hybrid” Life with LTC rider…
Video: How to use your phone to scan documents
You might find that once in a while when you’re in the field, maybe at a client’s home or office, you need to make a copy of a document, but you don’t have a scanner.
