According to industry experts, most people don’t have enough life insurance; and, more than half of consumers said their household would be in immediate or […]
Explaining Term & Permanent Life Insurance to Your Clients and Prospects Read post →
The Other Sure Thing We’ve all heard the saying the only sure things in life is death and taxes. And no matter how painful it
The Other Sure Thing … It’s Never Too Early to Plan Read post →
Do you remember your first experience with a financial advisor? I do, I was in my early twenties and a friend of mine gave an
How to Build a Solid Relationship with Prospects & Clients Read post →
A major insurance company conducted a survey interviewing 439 people, ages 44 to 75. The survey gave them a choice between two products. The first
How to Help Clients Pick Winners and Avoid Losses: Compound vs. Speculation Calculator Read post →
Clients are a fantastic resource to meet new potential clients because they’re already seeking your advice. Still, it’s important that you ask in a way
Do You Ask Your Clients for Referrals? Read post →
