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Not Sure When to Use a Term Conversion Strategy? Here's What You Need to Know

Posted by Lori Fogle on Wed, Sep 09, 2020 @ 12:00 PM

“I had another agent refer a client to me and suggested I look at a term conversion strategy for her. But I don’t know when you’d use a strategy like that…” The comment was made during a conversation we recently had with one of our contracted agents. So, in this post, we're going to tackle the topic -- who's a good prospect and what's possible with a convertible term policy...

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Tags: prospecting, sales techniques, living benefits, term conversion, term convertible life insurance

How to Hit The Next Level in Your Financial Practice in 2020

Posted by Lori Fogle on Wed, Jan 15, 2020 @ 12:00 PM

We have unique views here at Partners Advantage when it comes to elevating and innovating your financial services and insurance practice. 

In order to make more money and maybe even work less hours doing what you love (helping people not just survive but thrive in retirement), you have to do things differently. However, that's not the way many of us were taught in this industry... 

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Tags: marketing for independent agents, sales techniques, agency resources

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

[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

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

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

Insurance Agent Grows His Business 5 to 10X with Retirement Analysis Software

Posted by Lori Fogle on Wed, Jul 31, 2019 @ 12:00 PM

For years, business was as good as David thought it could get. But about a year and a half ago, he started questioning whether there was way he could provide more value to his clients and get away from feeling like the stereotypical “product-pusher.”

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Tags: practice management, sales techniques

Getting Your Prospect to Think About Longevity, and Longevity Calculators

Posted by Partners Advantage on Tue, Jan 30, 2018 @ 12:32 PM

How often do you search for a way to get the conversation with a prospect rolling on the right track, particularly taking the discussion into retirement planning territory? You can use the phrases below and the links provided to help shape a thought-provoking conversation and encourage your clients to spend a few minutes “predicting” how long they might live and what a potentially long life could mean.

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Tags: prospecting, sales techniques

Best Sales Techniques for Financial Advisors and Insurance Agents -

Posted by Partners Advantage on Wed, Jan 03, 2018 @ 12:00 PM

The selling landscape has changed. Going door to door and cold calling to sell financial products is not as effective as it once was. So what should financial professionals try to do to increase their sales?

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Tags: sales techniques

Don't Let Prospects Stall with the Excuse "After the Holidays"

Posted by Partners Advantage on Wed, Nov 15, 2017 @ 12:00 PM

Updated: Nov 2020

The holidays means one thing in sales: stalls. All of the salespeople that came before us didn’t do us any favors by accepting the “call me after the holidays” excuse from prospects. During this time of the year, it’s the go-to stalling method for prospects.

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Tags: prospecting, practice management, sales techniques


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.