Are You Missing Sales Opportunities With Your Existing Clients?

Your client’s needs are changing each year and the task of making sure that they are adequately insured rests with you, the producer. There are a number of events that can trigger a need for additional...

3 Tips to Help You Tap Into The Elusive Millennial Market

Having seen the effects of the Great Recession on their families, Millennials are known for being distrustful of conventional financial institutions. However, at 79.8 million strong, this elusive market...

Expedite Cases With Field Underwriting

There, I've said it - the unjustifiably dreaded "F" word - FIELD Underwriting. Nothing makes an underwriter happier than details to health histories - except maybe chocolate. Definitely chocolate! ...

There’s No Place Like Home

Are you aware that 70% of people who reach age 65 will need Long Term Care at some point during their lifetime? While nursing homes and assisted living are popular, there is no place like home - 80% of all LTC is provided...

Increase Your Sales With This Fast Track Sales Tip

It's common for advisors to jump to the solution before making sure their clients comprehend what is at stake should they get sick or hurt and not be able to work and provide an income. The first step,...