SuranceBay

Here is some helpful info when working through SuranceBay: Please make sure all of the “My Info” section is completely done before requesting carriers or it may delay appointments. You must have a current AML/Limra. Go to “My Appointment Requests” and request the carriers, fill out requests fully.  It will Read more…

Lead, Follow, or Git.

Changing direction in your business is never an easy thing – especially when things are going well. If you’ve been following me the last several years, you’ll have seen all kinds of trips and awards and experiences I’ve been able to share with some of my best friends while we’ve Read more…

No One Will Save You

As much as people want “the authorities” to calm their fears and show them the way… As desperately as the sheep bleat for the shepherd… No one will save you.  There are no adults in the room. No one “knows.”  The government has not, will not, and CANNOT save you. No breadcrumbs Read more…

Zoom Instructions

The following will instruct an agent on how to: Create a Zoom account Schedule a meeting for a specific time  Start a meeting on demand Change Zoom video settings in order to allow customers to hear the eApp presentation  Create a Zoom account Sign up using this link: https://zoom.us/signup The Read more…

What’s So?

𝘣𝘺 𝘞𝘦𝘳𝘯𝘦𝘳 𝘌𝘳𝘩𝘢𝘳𝘥 What’s so is always just what’s so. What’s so doesn’t care what you think, feel, intend or wish; it will not bend. You can be freaked out or driven over what’s so, and it won’t change what’s so. If you’re late for an appointment, getting freaked out Read more…

Using Social Proximity

I had a chance to hear Brynn Tillman speak today and wanted to share her strategies for understanding and then leveraging your social proximity on LinkedIn. The old saying goes, “It’s about who you know…” well, it’s the new saying too.  Social proximity is about understanding who is in your Read more…

I love dialing the phone

I am serious. I say this to myself over and over in the morning:​​​​​​​ “I love dialing the phone. I love dialing the phone. I love dialing the phone.” If you set aside 90 minutes each day for the phone, your whole week will stay full with money-making appointments. Here Read more…