“Taxi!” 5 Sales Lessons Producers Can Learn from Cab Drivers

Average producers are like cab drivers. Cab drivers run the meter. They throw the luggage in the trunk (that’s a $1.00 bag charge). They

“Taxi!” 5 Sales Lessons Producers Can Learn from Cab Drivers "Taxi!" 5 Sales Lessons Producers Can Learn from Cab Drivers

An Interview with One of America’s Top Annuity Producers

Taken from Mike Steranka’s eBook – How to Gain the Unfair Advantage What are some of the characteristics that you consider make up

An Interview with One of America’s Top Annuity Producers An Interview with One of America’s Top Annuity Producers

How is it that the Pen Can be Mightier than Email – and Make a Difference?

Today, we often want to communicate with each other in the fastest and easiest way possible, and this means sending off an email or a text.

How is it that the Pen Can be Mightier than Email – and Make a Difference? How is it that the Pen Can be Mightier than Email - and Make a Difference?

The Level Premium Concept: The Basis for Cash Value Life Insurance

One problem with life insurance is that as one ages, increasing mortality costs increase the cost of insurance. To make life insurance affordable

The Level Premium Concept: The Basis for Cash Value Life Insurance The Level Premium Concept: The Basis for Cash Value Life Insurance

Mortgage Protection Plans – An Excellent Way to Keep Families in Their Homes

How do you think most people would answer the following question: “If you were to unexpectedly die, become seriously ill, or get disabled,

Mortgage Protection Plans – An Excellent Way to Keep Families in Their Homes Mortgage Protection Plans - An Excellent Way to Keep Families in Their Homes

A Post-ATRA Look at Roth Conversions

On January 2, 2013 the American Taxpayer Relief Act (ATRA) was signed into law making changes to many areas of the tax law, including ordinary

A Post-ATRA Look at Roth Conversions A Post-ATRA Look at Roth Conversions

7 Strategies to Get to the Top and Stay There

Over the last 17 years of working in the financial services industry, I’ve had the opportunity to interview and study many top producers.

7 Strategies to Get to the Top and Stay There 7 Strategies to Get to the Top and Stay There

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The 2 Reasons Referrals Fail… and the 5-Steps to Make Them Sail!

The 2 Reasons Referrals Fail and the 5-Steps to Make Them Sail!

We would all like our clients to come to us from referrals, for obvious reasons. And there have been hundreds of books and thousands of articles written about how to get referrals.  Yet we all still … [Read More...]

The Four Secrets of Leadership

The Four Secrets of Leadership

Can you name the one or two best sales managers, or business owners you ever worked for?  If so, how did they make you feel?  What qualities or traits did they have in common, or which ones do you … [Read More...]

What Do You Think It Is Worth? Creating Business Value, Part I

What Do You Think It Is Worth? Creating Business Value, Part I

Over the years I have been blessed with several very deep and meaningful friendships. Few have meant as much to me as my friendship with ‘John’. We have that rare kind of relationship where we … [Read More...]

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getting-introduced-to-affluent-prospects

Getting Introduced to Affluent Prospects [With Bonus Download]

This month’s article from Bill Cates is inspired by strategies covered in his new book Beyond Referrals. In our Referral Advantage Program™, Step #7 deals with how to maximize the connection … [Read More...]

How To Quickly Attract The ‘Perfect’ Life Insurance Prospects To You Every Month!

How To Quickly Attract The ‘Perfect’ Life Insurance Prospects To You Every Month!

The most common question we get from agents, advisors and planners is… “How do I consistently attract enough good prospects for our firm?” Almost every agent, advisor and planner we talk to … [Read More...]