Media
May
05
2020
Oct
19
2016
Marketing
How to Turn Your Friends Into Clients
What segment of the market do you feel you’ve made the fewest inroads with? Have you approached the segment of people you have the best access to and are closest with, your friends? Here’s some advice to keep in mind when you reach out to those close to you.
Nov
06
2020
Mar
27
2019
Help Prospects Choose the Best Beneficiary
Sometimes, prospects and clients aren’t sure exactly who to name as a beneficiary on their life insurance policy. Here are some tips you can share with them...
Apr
23
2019
Sales
Go Beyond Illustrations: Demonstrate Real-Life Value
An illustration can only get you so far. Sometimes, prospects can get lost in the numbers and need a better way to visualize the added value that Permanent Life products can provide. That’s where the 50 Ways to Need Your Coverage presentation can help re-engage your clients.
Jul
26
2019
Marketing
The People That Need You the Most
Recently, Allianz Life performed a study to see which groups could benefit from more agent outreach and education when it came to permanent life insurance. They focused on age ranges and gender. The results show that there is an opportunity to educate more women and Gen Xers.
Feb
21
2019
Sales
Estate Equalization Solutions
Does your client's estate plan include distribution of their business? Issues can arise when a business owner has multiple heirs but not all of them are involved in the business.
May
16
2019
Media
Tools At Your Fingertips: The myAdvisorCloud Mobile App
If you wanted to help a client with a quote out in the field, could you? Are you prepared to present to prospects anytime and anywhere? Now, with the myAdvisorCloud Mobile App, you can be!
Aug
14
2019
Long Term Care (LTC)
The Booming LTC-Hybrid Market
According to a study done by LIMRA, policies sold with a long-term care rider jumped from 228,000 in 2015 to 461,000 in 2018. That’s a huge boom in those product types.
Aug
25
2020
