Riding a roller coaster can be fun. Riding a volatile market? Not so much.

Help clients manage the ups and downs of short-term volatility with the Protective Variable Investors Series. See the product overview

Riding a roller coaster can be fun. Riding a volatile market? Not so much. Riding a roller coaster can be fun. Riding a volatile market? Not so much.

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

Trusted Advisor or Typical Salesperson?

Does anyone, besides me, get a little tired of the buzz words thrown around in the sales profession? Salespeople are told to be trusted

Trusted Advisor or Typical Salesperson? Trusted Advisor or Typical Salesperson?

Testimonials You Can Use No Matter How You Are Licensed

We’d all love to use testimonials… they are powerful.  However, the rules about testimonials depend upon how you are licensed.  So,

Testimonials You Can Use No Matter How You Are Licensed Testimonials You Can Use No Matter How You Are Licensed

Protecting Your Nest Egg(s)

As financial advisors, we are required to take exams, acquire licenses, and perform continuing education, with the primary objective of

Protecting Your Nest Egg(s) Protecting Your Nest Egg(s)

Two Important Points on Closing More Life Insurance Sales [Examples Included]

Closing Point #1… No One Likes To Be Told What To Do! One of the main reasons why so many agents and advisors struggle with closing

Two Important Points on Closing More Life Insurance Sales  [Examples Included] Two Important Points on Closing More Life Insurance Sales  [Examples Included]

How to Eliminate Objections

I was coaching a client this week and he was complaining about the biggest objection he almost always gets at the end of his presentation

How to Eliminate Objections How to Eliminate Objections

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number1_mistake

#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 “Top 10 IRA Mistakes and How to avoid IRS Tax Traps” Stay tuned … [Read More...]

difficult_person_fix

10 Points That Make You Hard to Deal With (What to Avoid/Fix)

This article is sponsored by: InforcePRO™ is a web-based platform that helps agencies and producers manage life insurance policy orphans, de-risk their blocks, find new sales and re-energize … [Read More...]

better_networking

9 Steps on How to Be Better at Networking [Examples Included]

I met a financial advisor about two years ago. Recently, he contacted me by email out of the blue. He was struggling in the first year of his practice and felt if he didn’t get help fast, he would … [Read More...]

SPECIAL FEATURES AND INTERESTS

increaseSales_idea

One of the Easiest Things You Can Do to Increase Sales

A few years ago I was introduced to a system of marketing that is easy, inexpensive, and automatic even. It’s a way that I stay in front of prospects so when they are finally ready to buy, I’m the … [Read More...]

keytoreferrals

The Key to Referrals without Asking – Part II

Last month, I gave you seven strategies on how you can build trust with prospects and clients. Trust is what makes your relationships work and helps you earn referrals and introductions without even … [Read More...]