How to Complete Your Free AML Training for Life and Annuity Sales
In order to sell most life insurance and annuity products, you need to complete Anti-Money Laundering (AML) training. AML training teaches you about the process of money laundering, the laws that.
Ask the Underwriters: Med Supp & Life Underwriting Tips for Agents
Ahh, underwriting. The bane of many an independent insurance agent's existence. While many of us struggle to place tough cases as we bury our noses in underwriting guides, there are underwriters out.
How Long Does It Take to Get Started In Life Insurance Sales?
Life Insurance Awareness Month rolls around every September, and during this 30-day sprint, consumers all across the nation are being reminded about the importance of life insurance. Whether it's.
The Ultimate Guide to Selling Life Insurance in the Senior Market
Getting started with life insurance sales can be intimidating at first – there are several different kinds, and dozens of carriers to choose from. And even then, once you become familiar with the.
[Roleplay] How to Offer a Life Insurance Review to Existing Clients
A life insurance review is a huge value-add to your existing clients, especially if they have an existing life insurance policy. Sounds good... but how do you do it? You've come to the right place!.
If a client asks this question, do you have a good answer?
The main task of an insurance agent is to educate the client. We've been writing about education first, sales second for years now, but I fear that many agents aren't taking that to heart. When you.
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.
How to Get Non-Smoker Life Insurance Rates for Clients Who Smoke
How many times do you run across a smoking client that says something like this: “I smoke, but I’m gonna quit…”
How to Write Life Insurance From Your Phone in 10 Minutes or Less
If you’re looking for a product that pays excellent commission and takes little to no time to write and issue, this is going to be more exciting than the next season of Game of Thrones. Or The.
Why Insurance Agents Should Be Writing Personal Notes to Underwriters for Life Insurance Applications
As an agent, underwriting feels like this big mystery. You may not know who the underwriters are, and the decisions they make can either make or break a relationship with a client. One way to close.
