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Are You Helping Your Clients to Plan for Achieving Specific Goals?

Good agents always give thought to how to use the right sales tactics* for each of their clients. Have you ever sat down with clients and moved them through a written plan for their future? This approach could resemble helping them visualize the elements of a plan on a white board or writing them on a computerized or paper template. The conversations that you have with clients should match what you Read more...

New Research Reveals Trends in Current Philanthropic Giving from Wealthy Donors

Since 2006 the U.S. Trust Study of High Net Worth Philanthropy has examined the giving and volunteering trends, behaviors, attitudes, and priorities of American Read more...

Consumers Desire Better Health Insurance Understanding

Consumers may not have the knowledge necessary to easily break down and digest health care information, but most are willing to make significant sacrifices in Read more...

The Importance of Life Insurance for Millennials

Many millennials believe that they don't have to invest in life insurance yet. They're young, they're healthy, and many of them don't yet have extra Read more...

Growing Your Database in 2017: The Ugly Truth About Referrals

Recently, the nation has had many developments on which to reflect. Shortly, Donald Trump will be President, which will most likely introduce much change in Read more...

Young Adults Struggling with Retirement Savings and Investments

While the importance of an early start for retirement savings is often cited in the financial world, the reality is that at every stage of Read more...

Improving Insurance Sales with Good Closing

Closing is one of the most important and most difficult aspects of effectively selling insurance and good closing strategy can have a tremendous impact on Read more...

Aging Americans Increasingly Concerned Over Post-Retirement Healthcare Costs

If you have a family member or friend who is or has suffered from Alzheimer’s, you know exactly how distressing the onset of this disease Read more...

Three Reasons Millennials Want to Save More For Retirement

The Millennial generation is growing up, at least in terms of wanting to save more for a secure retirement, according to a recent survey Read more...

Strategies Producers Can Use to Seek New Business

Finding and closing new business is one of the most important, if not the most important responsibility for new agents. Unfortunately, there is no simple Read more...

IFN Training is Right for Your Organization

A recent post on this blog took a look at the research report The Business Case for Sales Training by CSO Insights, a report which Read more...

Debt and Death: How Life Insurance Can Help In The End

For the average American debt is an unavoidable consequence of life, and not necessarily a negative one. From student loans which can unlock higher incomes, Read more...

The Impact of Training and Experience on Salesperson Skills

While the rise of technology, from personal computing to voicemail, email, social media, and the internet have dramatically changed the way that insurance companies of Read more...

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