Life Insurance 101

I just did a presentation with my good friend Todd Hausberger, the President of Fenix Financial, on how to get started selling life insurance. If you’re a Family Heritage agent, you might find this of value.

The Worst Salesman in the World

This is a guest post by one of my agents. I’ve removed the names – but you might identify with the story. The worst statement anyone can make about himself or herself in any profession is to admit they are the worst at it. I’m admitting I am the worst salesman in the Read more…

Sales Genius – The Spotio App

If you’ve been reading me for any length of time at all, you’ll already know that I’m constantly looking for ways to make selling easier and more fun. Thanks to one of my new agents, I found an app recently which does just that. If you’re in territory sales of Read more…

Don’t Screw Up Your Taxes

Being self-employed is one of the most exhilarating adventures you will ever take. Knowing you don’t really have to answer to anyone but yourself is addicting in a way that few but the entrepreneur will ever experience. That being said, being responsible for your own taxes is also a headache Read more…

Legal and Financial Impacts of Cancer

M.D. Anderson, one of the nation’s premier cancer treatment centers, just released this post on their website. I’ve highlighted the relevant portions as it relates to what we do for our clients. It’s amazing to me that even when you have great health insurance, you will probably still come out of Read more…

A Man’s Take on the Latte Factor

Have you ever heard of the Latte Factor? It’s what my financial advisor buddies use to describe how giving up a latte every day (~$4) will turn you into a millionaire over a life of investing. Here’s a man’s take on that idea – presented in a simple interview format: Read more…