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    How to boost prospecting by reshaping your sales process.

    Posted by James Wong on Mon, Aug 01, 2022 @ 11:45 AM

    Are you like me? If we’ve ever met, you’d know I’m a “cup half-full” guy. I feel the pressure of all that is happening in our industry – economic uncertainty, fewer agents coming into the business, the average age of advisors nearing retirement – and know the challenges agencies like yours are facing every day. Then, my mind races as I think of all the opportunities these challenges present.

    Let me share some solutions with you in this post.


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    Tags: agency resources, insurance agency resources

    How to use expertise to grow your agency.

    Posted by James Wong on Wed, Jun 29, 2022 @ 10:25 AM

    Consider who you partner with to bring your strategic plan to life.

    You know how important it is for an agency or financial professional to establish trust with clients. It’s the key for being the firm agents come to for large or complex cases and to staying in business for the long-term.

    In my last blog post about creating a profitable business model, I discussed the potential in niching down and serving a select group of clients in all areas. But that only works if you can demonstrate your expertise in doing that.

    Keep reading to learn how to leverage expertise to grow your practice.


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    Tags: agency resources, insurance agency resources

    What's the right business model for your agency? And how to use it to increase longevity and profitability.

    Posted by James Wong on Fri, May 06, 2022 @ 11:15 AM

    Just imagine if… You no longer had to worry about a key account calling you up and saying they were a) leaving you for a competitor, b) retiring, or c) selling…

    That sinking feeling in the pit of your stomach? Gone.

    Instead, your agency would continue to flourish.

    But what about right now—would this situation concern you?

    This is called concentration risk, and your business model is at the root of it. In this article, I tackle this topic. Keep reading to discover how choosing the right business model can help eliminate this potential threat and others.

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    Tags: agency resources, insurance agency resources

    Want to Keep Your Agency Running Smoothly and Drive More Sales? Here's How...

    Posted by James Wong on Mon, Apr 04, 2022 @ 12:00 PM

    Have you ever wondered what “improved tech” for your agency really means? Or where you should make investments to build a better agency management system or sales enablement system? How about which solutions offer the most seamless experience?

    I'm tackling these questions and more in this article, so stay tuned.

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    Tags: agency resources, insurance agency resources

    How to Find and Bring On the Best Talent in the Insurance Business

    Posted by James Wong on Tue, Feb 08, 2022 @ 07:22 AM

    The common approach to hiring top producers and key employees is no longer sufficient. 

    Recruiting and hiring individual producers (and employees) is the “average” agency’s approach to finding the best talent in the business.

    Too many agencies are still thinking about talent acquisition this way. But the fastest growing agencies are going in a different direction, as I'll explain in this post...

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    Tags: insurance agency resources

    5 Ways Financial Professionals Can Become Known in Their Target Market

    Posted by Partners Advantage on Wed, May 26, 2021 @ 12:00 PM

    We think you’ll agree with us when we say:

    It’s REALLY difficult to break through the marketing noise and reach high-value clients.

    But as it turns out, there ARE ways you can dramatically increase the chances of prospective clients approaching YOU.

    In fact, the five ways we’ll share with you, all help increase your authority. And according to this Forbes article, “trusted authorities who consistently provide insight to the marketplace affirm the need (and desire) to hear from them, follow them, learn from them and work with them.”

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    Tags: prospecting, best sales techniques, Marketing and Branding for Financial Professionals

    3 Strategies to Help Close IUL Sales with High-Income Clients (That Successful Financial Professionals Use)

    Posted by Lori Fogle on Wed, Apr 28, 2021 @ 12:00 PM

    Most financial professionals would love the opportunity to work with high-net-worth clients, but as you may have experienced... it can be a challenge to get in front of these individuals and also a feat to actually make it to the end of the sales process.

    Selling life insurance can be particularly tricky because of the many aspects outside of your control. For this reason, having specific strategies for closing IUL sales with high-income clients can be important to the success of your practice.

    Keep reading because you may benefit from adopting the strategies we outline in this blog post.

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    Tags: IUL (indexed universal life insurance), permanent life insurance

    How Product Expansion Could Help Your Agency Accomplish 3 Major Goals This Year

    Posted by Lori Fogle on Thu, Mar 25, 2021 @ 01:25 PM

    We’ve identified one action you could take to achieve three major goals in your agency this year. Those goals are:

    1. Better serve your top producers
    2. Feasibly grow your revenue by as much as six figures
    3. Help increase agency valuation

    In this blog post, we’ll describe our strategy in greater detail and explain why it might be a smart option for your agency.

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    Tags: insurance agency resources

    Top 10 Most-Read Blog Posts of 2020

    Posted by Lori Fogle on Wed, Dec 30, 2020 @ 12:00 PM

    Well, it’s been quite a year, hasn’t it?

    It feels like the rug was pulled out from under us.

    But hopefully there were still some positives to come out of 2020 for you.

    One being that you realize the significance of what you do every day. Planning for the unexpected and the protection products you help put in front of clients has never been more important. YOU and the work you do has never been more important.

    For us, continuing to provide helpful content was just a small part of the service we hope we delivered to you this year.

    Although we are anxiously looking forward to 2021 and everything we have planned to help you make it your best year yet, we like to take time to reflect on how we did.

    And look back at what content resonated most with you.

    To that end, we’ve compiled a list of the Top 10 Most-Read Posts of the Year. Did you miss any these? You can check them out below:

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    Tags: IUL (indexed universal life insurance), Social Security, Roth IRA, volatility control index, Roth Conversions, sequence of returns risk

    What You Need to Know About IUL Insurance Policy Loans

    Posted by Lori Fogle on Wed, Dec 16, 2020 @ 12:00 PM

    If an indexed universal life (IUL) insurance policy is structured properly, loans could be one of the most important features of an IUL for the right person and right circumstances. 

    And it could be especially important right now as  clients may be looking for extra sources of income -- wondering what they own and how they can access it. 

    One source they may not have considered is an IUL. The distributions from an IUL can be a tax-friendly way to access money when a client needs it. However, there are many nuances to IUL loans and it’s extremely important to understand all the ins and outs before speaking to your client.

    In this post, we’ll cover what you need to know about IUL loans so that you can help clients decide if this might be a good option for them. 


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    Tags: IUL (indexed universal life insurance), policy loans

    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.