5-Star Prospects

One of my agents just asked me a great question – how do you rank the quality of your prospects? Think of it in terms of stars – like they do on Netflix or Amazon. A 5-star prospect would be: Two-income family Kids Connected in some way to other clients Read more

Cold Calling Follow-Up Plan

The name of the game in Prospecting is follow-up! So many salespeople are like shotguns – spraying out shrapnel everywhere without any organized campaign to capture territory and move the game forward. The best prospects are the ones who are hard to reach, but it’s often challenging to figure out the Read more

Adversity

Saw a great post recently on Anthony Iannarino’s blog and thought it incredibly applicable to what we do. Adversity hurts you if you accept it. It only beats you if you don’t push back against it, if you don’t push through it. If you accept that somehow, the tough hand you Read more

Retirement: Ready or Not?

Are you looking forward to retirement or worrying about paying for it? You might be wondering: What if the stock market tanks? What about inflation? What if an illness or injury wipes out my savings? What if I outlive my money? We can help you stop worrying and start making Read more

Bridging the Gap

Few products can help bridge a gap quite like critical illness insurance. This relatively affordable solution has the potential power to help cover medical costs not covered by traditional health plans, facilitate small business continuity from one generation/partner to another in the event of a covered illness, and generate incremental Read more

The Rule of Seven

Seven is such a powerful number. Stop any person in the street and ask them to choose an odd number between 1 and 10. More often not, they will say the number 7. ‘Lucky 7’ is the world’s favorite number. There are seven days of the week, seven colors of the Read more