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    [Financial Professionals] Want to Get More Appointments from LinkedIn? Read This.

    Posted by Lori Fogle on Wed, Oct 09, 2019 @ 12:00 PM

     

    Have you been on LinkedIn sharing, commenting, posting content, and yet... still don't see what all the hype is about? If gaining a client or even a solid lead off LinkedIn has eluded you, then you may want to change how you approach prospecting on this platform. 

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    Tags: prospecting, marketing for independent agents, sales techniques

    Planning for College Costs While Preserving the Retirement Nest Egg

    Posted by Bill Jackson J.D. CLU on Wed, Oct 02, 2019 @ 12:00 PM

    College costs are substantial enough to have the potential to compromise the parent’s retirement plans or produce burdensome debt for the college student. The costs can range from $100,000 for some local state-supported universities to $280,000 for many prestigious private schools. Most parents with pre-college age students range in age from 40 to 60 years old and most are concerned with how much college will cost.

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    What's Your Prospect's Problem? How and Why You Need to Figure It Out

    Posted by Lori Fogle on Wed, Sep 25, 2019 @ 12:00 PM

    When you say, ‘I sell annuities’ or ‘I sell life insurance’, your prospects might say, ‘So what?’ Why? Because you haven’t positioned it in a way that matters to them.

    If your overall sales or your seminar attendance, for example, has been lackluster — it could be because you’ve forgotten to include an important component in your sales message — your prospect's problem.

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    Tags: workshops and seminars, retirement strategies, sales techniques

    Should Your Clients Fear a Recession?

    Posted by Mark Triplett on Wed, Sep 18, 2019 @ 12:00 PM

    The term recession has gained a lot of airtime recently. Fears of an economic slowdown seem to be everywhere. And many folks are tuned in to the fearmongering, allowing it to affect their daily lives.

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    Tags: retirement strategies

    It's All About the Story … According to Our Brains

    Posted by Lori Fogle on Wed, Sep 11, 2019 @ 12:00 PM

    Let me tell you a story... 

    Good storytelling grabs your attention, draws you in, and compels you to read more. What you might not know is WHY storytelling works so well, and how telling a story in the right way can help you convert more prospects to clients during your sales process.

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    Tags: sales techniques

    Why Your IUL Illustration May Require a Second Look

    Posted by Bill Jackson J.D. CLU on Wed, Sep 04, 2019 @ 12:00 PM

    Although the general trend in product popularity has stayed the same with little change in the market share for Indexed Universal Life, Whole Life, Guaranteed Universal Life, and Term,  there are certain aspects of the life insurance space that are changing dramatically. 

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    Tags: IUL (indexed universal life insurance)

    5 Tips for Attracting Top Senior Level Talent to Your Insurance Agency

    Posted by Scott Tietz, CLU on Wed, Aug 28, 2019 @ 12:00 PM

    Recruiting top talent to your insurance agency can not only warrant a higher multiple at sale but also increase current growth potential and cultivate a more stable investment. But it requires you to have a plan to create your magnetic offer for senior level talent. 

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    Tags: agency resources

    76% of Clients Would Switch Financial Professionals for This Reason

    Posted by Lori Fogle on Wed, Aug 21, 2019 @ 12:00 PM

    There's plenty of information regarding retirement planning and financial matters available to consumers today. With convenient access to so many different topics and multiple perspectives, consumers can thoroughly educate themselves.

    However, as with any topic, the information and the knowledge might be there — but clients will only stick around if you help them apply this knowledge. 

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    How You Can Help Increase the Longevity of Your Insurance Agency

    Posted by Scott Tietz, CLU on Wed, Aug 14, 2019 @ 12:00 PM

    There’s one (of many) aspects of your agency that even when all else seems to be running smoothly, has the potential to make or break it.

    What is that? 

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    Tags: agency resources

    Is an MVA on a Fixed Indexed Annuity Good or Bad for a Client?

    Posted by Lori Fogle on Wed, Aug 07, 2019 @ 01:00 PM

    Before we get into whether an MVA would be “good” or “bad” for a client, let’s talk about what an MVA is — because let’s face it, there A LOT of acronyms in the insurance world and it’s hard to keep them all straight.

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    Tags: annuity

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

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