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The Game of Life: Financial Family Fun

We’ve all played The Game of Life. As you move through the board, you are prompted to make choices that will determine your life’s outcome and your financial success. You can incorporate this lesson when talking to clients about life insurance.
We’ve all played The Game of Life. As you move through the board, you are prompted to make choices that will determine your life’s outcome and your financial success. If you’ve pla… https://brokersalliance.com/about-brokers-alliance/news/2018/03/game-life-financial-family-fun/

Looking Forward to 2018: Life Insurance Trends

It’s the time of year where friends are gathering to pop the champagne, set off fireworks, and look forward to a rewarding new year. For the insurance industry, it’s the time when we seek the growing trends that will help our business reach new heights. L…
It’s the time of year where friends are gathering to pop the champagne, set off fireworks, and look forward to a rewarding new year. For the insurance industry, it’s the time when … https://brokersalliance.com/about-brokers-alliance/news/2017/12/looking-forward-2018-life-insurance-trends/

How To Wrap Permanent Products

This holiday season, make sure you are wrapping permanent products in the right wrapping paper to interest prospects and clients.
Permanent life insurance products have the potential to safeguard clients’ retirement as well as their family's’ financial future. However, there is still a bit of a stigma when cl… https://brokersalliance.com/about-brokers-alliance/news/2017/12/how-wrap-permanent-products/

7 Things You Need to Know About Social Security in 2018

We have the 7 must-know updates to Social Security that you'll see in 2018.
  Beneficiaries are going to make more - With the largest increase in six years, beneficiaries will now receive a 2% cost-of-living adjustment. This works out to about an … https://brokersalliance.com/about-brokers-alliance/news/2017/11/7-things-you-need-know-about-social-security-2018/

Money Makers: Enhanced Earning Extravaganza!

The holidays are rapidly approaching. Yikes! That’s why the fourth quarter is the time to ramp up your business and start selling like a maniac.
The holidays are rapidly approaching. Soon, you’ll be on the hook for buying Halloween costumes and candy for the kids. Then you’ll be purchasing tickets to fly home for Thanksgivi… https://brokersalliance.com/about-brokers-alliance/news/2017/10/money-makers-enhanced-earning-extravaganza/

Getting More Bang For Your Business

Who doesn’t like extras? Extra toppings on a sundae, extra leg room on your flight, an extra day added to your vacation in paradise...these are all coveted nowadays. We don’t think you should be left out!
Who doesn’t like extras? Extra toppings on a sundae, extra leg room on your flight, an extra day added to your vacation in paradise...these are all coveted nowadays. We don’t think… https://brokersalliance.com/about-brokers-alliance/news/2017/09/getting-more-bang-your-business/

It’s Not Really About the Money

What is at the root of your client's motivation to purchase life insurance or an annuity? At the end of the day, it’s not really about the money.
When discussing personal finance with clients, it’s easy to get bogged down in the numbers and statistics that go with a sales pitch. Although important, those elements don’t reach… https://brokersalliance.com/about-brokers-alliance/news/2017/08/its-not-really-about-money/

Insurance Premiums: Expense vs. Investment

Nearly 40% of Americans do not own a life insurance policy. This statistics makes it safe to say that the common consensus amongst consumers is that life insurance is an expense. It’s our job as advisors to show them that their premiums are, in fact, an i…
There is always a battle being waged in our budgets: is this an expense or an investment? Nearly 40% of Americans do not own a life insurance policy. This statistic makes it safe t… https://brokersalliance.com/about-brokers-alliance/news/2017/07/insurance-premiums-expense-vs-investment/

5 Reasons Clients NEED Life Insurance

If potential clients need some convincing, show them the infographic below and ask if their loved ones could cover these costs without their income.
A whopping ⅓ of households in America are still uninsured. If potential clients need some convincing, show them the infographic below and ask if their loved ones could cover these… https://brokersalliance.com/about-brokers-alliance/news/2017/06/5-reasons-clients-need-life-insurance/

When Do You Really Need Life Insurance?

Think of those who may depend on you financially and realize that it’s crucial to secure their future sooner rather than later. Here are key moments in life when you NEED life insurance.
It’s not often we quote classic 80’s movies, but in this case, we’ll make an exception. Ferris Bueller said it best when he mused, “Life moves pretty fast. If you don't stop and lo… https://brokersalliance.com/about-brokers-alliance/news/2017/05/when-do-you-really-need-life-insurance/

Paying for Long Term Care

A recent study from Fidelity found that the average couple will have to pay around $130,000 for long term care expenses in their retirement. We’ll take a small pause here so you can go breath slowly into a paper bag…
A recent study from Fidelity found that the average couple will have to pay around $130,000 for long term care expenses in their retirement. On top of that, an average of 70% of pe… https://brokersalliance.com/about-brokers-alliance/news/2017/05/paying-long-term-care/

Keep Things Simplified

A new study found that a majority of people would be more likely to purchase a life insurance policy if the underwriting process is simple.
With the popularity of minimalism rising, it should be no surprise that simplicity sells... A new study found that a majority of people would be more likely to purchase a life in… https://brokersalliance.com/about-brokers-alliance/news/2017/04/keep-things-simplified/

Recipe For A Successful Client Appointment

Much like preparing a big meal, it’s wise to go into a client appointment with a plan...a recipe, if you will. Here are six ingredients to add to your recipe for a successful appointment.
Much like preparing a big meal, it’s wise to go into a client appointment with a plan...a recipe, if you will. Here are six ingredients to add to your recipe for a successful appoi… https://brokersalliance.com/about-brokers-alliance/news/2017/04/recipe-successful-client-appointment/

Pro Tips For New Agents

Whether you’re young and just starting out your business or you’re making a career change later in life, these tips can help you improve your sales skills as an insurance agent.
It’s 2am and you’ve just woken up with a life-changing epiphany: You want to be a life insurance agent! Alright, we realize it probably didn’t happen exactly like that, but you did… https://brokersalliance.com/about-brokers-alliance/news/2017/03/pro-tips-new-agents/

Generation Y Do I Need Life Insurance?

A whopping 41% of Millennials surveyed by LIMRA said they did not believe they would qualify for life coverage. Let that sink in for a moment.
Millennials, also known as Generation Y, are a fascinating demographic to explore when it comes to financials. In the US, this generation collectively has $1.3 trillion dollars in … https://brokersalliance.com/about-brokers-alliance/news/2017/03/generation-y-do-i-need-life-insurance/

5 Selling Points to Focus on During LTC Awareness Month

November is Long-Term Care Awareness Month. Are you doing anything to build awareness around this important life insurance product? If not, here are some tips for raising awareness among potential customers and convincing insurers to do the same.
November is Long-Term Care Awareness Month. Are you doing anything to build awareness around this important life insurance product? If not, here are some tips for raising awa… https://brokersalliance.com/about-brokers-alliance/news/2016/11/5-ltc-selling-points-focus-during-ltc-awareness-month/

5 Tips to Master the Art of Email Etiquette

How much of your work week do you spend drafting and replying to emails? If you’re like most professionals in the workforce, your answer is some variation of “a lot.” In order to make your email correspondence with clients and colleagues as effective and …
How much of your work week do you spend drafting and replying to emails? If you’re like most professionals in the workforce, your answer is some variation of “a lot.” In order to m… https://brokersalliance.com/about-brokers-alliance/news/2016/10/5-tips-master-art-email-etiquette/

5 Mistakes Sales Professionals Should Stay Away From

The job of a sales professional can be challenging regardless of how much and what type of training and experience one has. You’re going to make mistakes from time to time, and that’s okay. But some mistakes are graver than others. These mistakes have mor…
The job of a sales professional can be challenging regardless of how much and what type of training and experience one has. You’re going to make mistakes from time to time, and tha… https://brokersalliance.com/about-brokers-alliance/news/2016/10/5-mistakes-sales-professionals-should-stay-away/