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    How to Build More Effective Client Relationships This Holiday Season

    Posted by Lori Fogle on Wed, Nov 06, 2019 @ 12:00 PM

    When do you receive the most cards? I’m going to take a wild guess that it’s in December during Christmas season (or Hanukkah, Kwanzaa, Winter Solstice, Las Posadas, or Festivus). 

    Which is exactly why you can’t just send a Christmas card during the holiday hustle and bustle and expect to get noticed. Talk about throwing a needle into a haystack! Thankfully, there's a something else you can do to stand out and build more effective client relationships this holiday season...

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    The Long-Term Care (LTC) Crisis: A Major Risk to Retirement Outcomes

    Posted by Bill Jackson J.D. CLU on Wed, Oct 30, 2019 @ 12:00 PM

    As many in our society near retirement age, a major worry is whether their income will last through retirement and if their desired outcomes will be in jeopardy due to a long-term care event. Is that likely?

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    Tags: long term care, living benefits

    How to Overcome Skepticism and Earn Trust with Prospects and Clients

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Oct 23, 2019 @ 12:00 PM

    In a world of skeptics — how do you earn the trust of your prospects and clients? Well, you’ll have to read this blog post to find out.

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    Tags: sales techniques

    Succession Planning for Insurance Agency Owners: Protect Your Most Valuable Asset

    Posted by Jason Konopik on Wed, Oct 16, 2019 @ 12:00 PM

    Are you crazy-busy running the day-to-day operations of your insurance agency? 

    Maybe a little afraid of how this boat would stay afloat if you weren't there paddling like your life depended on it? 

    Always rushing to meet a deadline or make a deal.

    Rarely taking the time to consider what would happen to the agency if you were to ever leave the business...

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    Tags: agency resources, succession planning

    [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, CEO of Triplett-Westendorf Financial Group 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)


    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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