Blog

Why An Agent Started Using the CNA After 33 Years

March 26, 2019

Tim Bennett has been in the insurance business since 1986 and started regularly using the Client Needs Assessment (CNA) in 2019. Before he started using the CNA to uncover needs with his clients, he.

[Case Study] What I Earned When I Learned How to Use a CNA

December 18, 2018

Would you call me crazy if I told you that asking one extra question during an appointment could ultimately make you an extra $21,000? Well, call me crazy, because this is a real-life case study from.

How Successful Insurance Producers Are Selling More Per Client

December 11, 2018

There's no agent out there that would say they don't want to make more money. But for a lot of us, we think the only way to make more money is to spend more time and money on lead generation. Finding.

How to Become a $1 Million Insurance Producer

May 8, 2018

If you want to become a $1 million producer – or anywhere close to that number – there are a few things you have to do to get there. None of this is going to be mind blowing (I don’t think), but let.

Is Cancer Insurance Worth Selling?

April 3, 2018

If you’re an independent insurance agent, particularly in the senior market, odds are you either sell cancer insurance or have considered it in the past.

Why Having an "Insurance Niche" Is Bad Advice

December 5, 2017

We’ve all heard the advice. Stick to one insurance niche. That way, you can become an expert with that one product, and you’ll dominate.

How to Do a Life Insurance Policy Review (A Shortcut and Real-Life Examples Included)

August 28, 2017

A great way to snag new clients is to offer a free life insurance policy review.

“Hit for the Cycle” with Client Needs Assessment

April 26, 2016

Recently, an agent did “hit for the cycle” when using a Client Needs Assessment (CNA). In baseball, “the cycle” is of course hitting a single, double, triple and home run in the same game.