August-September 2023

Bowling doesn’t have the same compliance issues, technology, and manic market conditions like financial services, but the same basic rules apply. You need to train, aim, and focus to knock down the obstacles in front of you. Continue reading…

Stay in your lane, yet widen our road to include longevity discussion demonstrating our genuine care for our client. Continue reading…

Different generations - more so in Gen Z and Millennials - differ in how they prioritize and use technology. These two generations have unique buying habits, and those habits help explain how to sell to them. Continue reading…

Although drastically different in meaning, “instant decision” and “instant issue” both refer to a suite of life insurance products that require no physical exam and are applied for and underwritten primarily or fully online. Continue reading…

Not-in-good-order (NIGO) applications are one of the biggest barriers to a fast, streamlined sales experience, and erode client trust. Continue reading…

There are some real concerns in today’s underwriting space and how it can impact your book of business. Continue reading…

Despite the importance of financial planning, indecisive prospects often delay taking the next steps. How can you shorten this cycle, or avoid a prospect going silent or procrastinating? Continue reading…

Compliance challenges in 2023 show no signs of abating. Three compliance risks that deserve attention: advertising, documentation, and investment advice. Continue reading…

The improved skills of hackers combined with employees’ daily work habits are one of your biggest risk management challenges. Fortunately, risk-aware employees are also your best defense against data breaches. Continue reading…