Is there a SAFE alternative to CDs?
With CD rates at 1% in most scenarios, your clients are looking for SAFE alternatives that will yield a better return on their money. Tax deferred annuities are certainly an alternative with modest…
Is Single Premium Life Insurance right for your client?
Ask them the following: Do you have money saved in the bank, or in annuities or mutual funds, that you would like to pass to your heirs on a more tax-efficient basis? Are you interested in…
Have your clients saved money for funeral costs?
Show them how to safely increase their savings with a stroke of the pen Example Case:
Do you know your profitable clients from your unprofitable ones?
Guest post by Mike Ivory, AgencyBloc
How to handle a chatterbox client
We've all met people who talk and talk, and talk some more. You politely wait for a pause so you can get a word in, but it never comes. They can somehow continue pouring out their stream of chatter,…
Part D help leads to cross sale commission
An agent was recently helping his client (female, age 72) with her Prescription Drug Plan. While navigating the pages at Medicare.gov, the client asked him "Do you know anything about nursing home…
Case of the Week: Life Policy Review
This case was a referral from a Med Supp client.
My client wants to protect her family in case of premature death
You probably aren't reaching out to your clients enough
Image courtesy of Kari Kileen Custom Invitations and Stationery
