Don't overlook these easy leads
As an insurance agent, your success depends on getting leads. Without people to present to, you’re out of business. Buying leads can be expensive, and cold-calling and door-knocking can be an…
What if my client doesn't need the money from their required minimum distribution?
An agent asked me about a scenario where his client was taking their required minimum distribution (RMD), but didn't need the money. Their client was looking for a better way to "spend" the money…
A formula for making more money this year
As a general rule, I hate reality TV. Every show feels the same to me, from the way the shows are edited to create artificial drama, to the music that builds suspense before cutting to commercial.…
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…
