Take the time to prepare to talk on the phone. Know your prospect. Review relevant notes you’ve taken in the past. Check out LinkedIn or Facebook or other social media on which the person you are calling might have posted their latest... Learn More
Life insurance illustrations are a two-edged sword. They allow you to talk about how a contract works, but many prospects will look at an illustration and think that since their name is on it and it’s in print, it must be a... Learn More
Should you or should you not leave a voicemail when you’re prospecting? There is probably some justification for not doing so, but the question that must be asked is why would you take the time to call a prospect and then hang... Learn More
Many people have been sold cash-value life insurance with the off-the-cuff comment by the agent that “you can take loans on your cash value tax-free and never have to pay them back.” That statement is essentially true, but is it a good... Learn More