INDEX UL REQUIRES SUITABILITY/DISCLOSURE REVIEW
To manage the risk of suitability missteps, Richard Weber, president of The Ethical Edge, lists best practices brokerage general agencies can adopt to become... Learn More
7 tips to leverage Life Insurance Awareness Month
Who wouldn’t want to reach out to clients and prospects at a time when they’re already thinking about their need for life... Learn More
Gift Cards
Giving out gift cards is a great way to say “Thanks for the business” for relatively little expense. They don’t have to... Learn More
SALES IDEA: BEFORE MAKING THE CALL
Take the time to prepare to talk on the phone. Know your prospect. Review relevant notes you’ve taken in the past. Check... Learn More
SALES IDEA: LEAVING PHONE MESSAGES
Should you or should you not leave a voicemail when you’re prospecting? There is probably some justification for not doing so, but... Learn More