What to Do After a Client’s Death: Senior Insurance Agent Discussions

October 2, 2018

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 Write Life Insurance From Your Phone in 10 Minutes or Less

May 22, 2018

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

February 12, 2018

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…

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.

Use Annuity Money to Fund a Life Policy: A New Solution

May 22, 2017

The best agents will find a way to fund important insurance policies. After all, we all know the trouble with trying to sell a policy that a client doesn’t want to pay for.

10 Can’t-Miss Advertising Compliance Rules for Life Insurance and Annuity Producers

April 17, 2017

*This article is for financial professional use only, not for use with the general public.* Compliance can be confusing. There are always layers of regulations that seem to constantly change, and one…

How to Fill the Long-Term Care Need Even If You Aren’t LTC Certified

March 20, 2017

If you aren’t selling long-term care, you know you’re missing out on business.

3 Little-Known Ways to Make Your Long-Term Care Pitch a Slam Dunk

March 13, 2017

We all know what time of year it is…

Case of the Week: Life w/LTC

March 7, 2017

Congratulations to John Baumgart for the Case of the Week!

Five questions you should ask your clients before someone else does

December 6, 2016

Does this sound like you? You’ve been helping your clients with their health insurance and prescription drug plans, for years. You’re comfortable in that world, and you know the plans inside and out.…