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…

Reservicing Family Heritage Customers

From time to time, you may get a list of Family Heritage policyholders in the area you’re working. These policyholders either have an active Family Heritage policy but their agent is no longer with the company, or they used to have a Family Heritage policy but let it go. Either way, Read more…

Taking Care of Lapsed Policyholders

You’ll get reports every week of your policyholders who have policies who have lapsed or whose bank accounts have moved. Many of these policyholders have no idea that their policies have been canceled! Taking care of these policyholders isn’t just good business, it’s a huge favor to them! Many of Read more…

The Hot 100

Your Existing Power Base To build up your clientele as quickly as possible, your first task is to make a list of your Power Base – these are 100 people who you already know. These are NOT your first 100 prospects; they’re just 100 people who you can practice your Read more…