June-July 2023

Factors like pricing and product details help to sell insurance and annuities, but the best in our profession rely more on human factors to close deals. Continue reading…

The story you tell in your initial sales meetings sets the entire tone for your relationship. But whose story are you telling? Continue reading…

Even though buying life insurance is often a very logical decision, people often don’t buy life insurance because its logical. Life insurance isn’t always a technical sales, it’s frequently an emotional sale. Continue reading…

Using storytelling is a tool that we can harness, in the course of being heroes. We need to embrace this superpower. Continue reading..

You want to have a personal connection with your client as opposed to a transactional connection. And storytelling will help you get there. Continue reading…

Knowing that our clients trust us with their financial futures and that of their families, we need to answer an important question: How can insurance contribute to wealth-building? Continue reading…

Learn how top guns measure success - 100% team based. If the team misses the mark, the leader owns it. This grows trust in leadership, and deepens buy-in, engagement, and performance. Continue reading..

A look at a few ways life insurance can play an important role in the three main phases of a client’s financial life cycle: accumulation, distribution, and legacy. Continue reading…

Fostering relationships with existing and potential clients will bolster your brand as an advisor who cares. An advisor who goes out of their way to make the client feel special, not just one looking to make the next transaction. Continue reading…