New Fiduciary Rule: A Game Changer for Brokers

With today's standards for selling retirement tools under scrutiny, it’s time to rethink your strategy of offering clients your recommendations

New Fiduciary Rule: A Game Changer for Brokers New Fiduciary Rule: A Game Changer for Brokers

How To Build Your Insurance Practice

At the end of this article is The Big Secret for achieving consistent sales success in the insurance business! However, before we get there,

How To Build Your Insurance Practice How To Build Your Insurance Practice

Basic Steps to Protect Your Clients Against Financial Ruin

Picture this. Your best clients are John and Jane Smith. Tomorrow you are sitting in your office and the phone rings. You pick up the phone

Basic Steps to Protect Your Clients Against Financial Ruin Basic Steps to Protect Your Clients Against Financial Ruin

#1 of the Top 10 IRA Mistakes

Mistake #1 - Missing a Required Minimum Distribution (Best used by having your clients or prospects read) 1st of 10 from the Book

#1 of the Top 10 IRA Mistakes #1 of the Top 10 IRA Mistakes

The 7 Deadly Referral Mistakes

Check out these 7 common mistakes most financial professionals are making. Are you making them? Are they killing your chances for more high-quality

The 7 Deadly Referral Mistakes The 7 Deadly Referral Mistakes

5 Rules for a Knock Out Speech

I was the speaker at an event last week for a financial firm. One of those "kickoff the quarter" deals. It’s always great to be part of

5 Rules for a Knock Out Speech 5 Rules for a Knock Out Speech

The 3 Building Blocks of Life Insurance

All life insurance products are actuarially created by calculating the relationships of mortality, interest, and expense, and the financial

The 3 Building Blocks of Life Insurance The 3 Building Blocks of Life Insurance

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highperformance

10 Steps to Professional High Performance in Insurance

Professionalism and high performance are not mutually exclusive. Some think so, but they are wrong. The thought is that professional standards inhibit process and progress. The result is an … [Read More...]

followup

Networking – How to Follow Up in 14 Seconds

Ronda Rousey, the UFC Women’s Bantamweight Champion, won her most recent bout in literally a matter of seconds. Rousey needed just 14 seconds to defeat Cat Zingano with her patented arm bar. It took R … [Read More...]

conversations

3 Reasons Carriers Don’t Hate Conversions

What does the newest concept in life insurance and the oldest one have in common? John Hancock recently introduced the "Vitality" concept in an effort to engage policyholders post-issue and collect … [Read More...]

SPECIAL FEATURES AND INTERESTS

number6_iramistake

#6 of the Top 10 IRA Mistakes [Webinar Included]

Mistake #6 - Overpaying Fees and Loads on IRAs, 401(K) and 403(B) Plans Become an IRA Distributor - Free Webinar June 25th @12pm Central  Click here to get the information and registrar (Best used by … [Read More...]

have2thinkaboutit

Ten New Ways to Handle the “I Need to Think About It” Objection

How do you currently handle it when your prospect gives you the stall, “I need to think about it”? If you’re like most sales people, you might give a wimpy, half-hearted response and then ask when you … [Read More...]

value_proposition

How to Craft Your Value Proposition in Insurance

(This blog article is excerpted from Bill Cates’ newest book, Beyond Referrals.) Fundamental to your business success is your ability to discover, articulate, and communicate your value. For many y … [Read More...]