During this COVID-19 pandemic the future is uncertain. One thing that is certain is Americans, generally, are underinsured and many families and businesses need the protection offered by life insurance now more than ever.
As financial professionals, most of us are fairly comfortable when it comes to traditional face-to-face sales — heck, that’s why most of us probably got into this business in the first place. We’re really good at reading the body language of our prospect which allows us to pivot our conversation when you pick up on the visual clues to lead them into making a decision.
Tags: Virtual Selling
We’ve compiled a few CARES Act resources into a Quick Reference Guide for Small Business Owners and Sole Proprietors with the financial professionals and agency owners we work with in mind.
If you want a great return on your money, you need to take on more risk. The general public has been conditioned to accept this as reality for decades. And there is truth to the risk reward relationship. However, there are ways a client could potentially increase their return without exposing their hard-earned assets to additional risk. We’ll discuss three of them…
Tags: retirement strategies
Does it seem like it's taking longer than it should to complete your cases? These five strategies can help you move business through underwriting quickly to complete your cases faster.
It is important that financial professionals understand the financial product options that have the potential to provide financial resources to offset the cost of a long-term care event. However, it’s not enough just to understand what the options are…
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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.