Bruce Lee’s take on How to Live a Fulfilling and Successful Life
Bruce Lee was much more than a martial arts expert and movie star. He was also a Zen philosopher, and some consider him one of the most influential people of the 20th century. Recently, one of his “pocketbooks” was discovered, which has given us a chance to delve more deeply 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
Why Supplemental Coverage Exists
More people have health insurance than ever before, but many still struggle to pay for care. A recently released report says medical debt is the No. 1 reason consumers reported being contacted by a collection agency. If efforts to overhaul the Affordable Care Act result in more people losing their 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