We have a crisis on our hands. An uncertainty if you will. The Coronavirus (COVID-19) has made a mess of things. But that doesn’t mean opportunities don’t exist. An insurance advisor asked me yesterday if I was busy. I think he was surprised to hear that I am. The current situation in our country actually … Read more
I came up in sales. I was good at it. But often times, others can get you off track. You become focused on less important tasks. It seems as though work is always getting done. And sure, much of the work is important, no question, but it can leave you with little time to be … Read more
Saving money makes me happy. But saving money while doing something I love to do makes me really happy. And I love to stay active, I love to compete. Whether it’s going to the gym for a power workout, riding my mountain bike on the glorious North Carolina trails, or simply mowing my lawn—if it … Read more
The market: sometimes it goes up, and sometimes it goes down. No expert or planner can completely predict, or even fully explain, these outcomes, but analysts can increase their chances of success by carefully watching market behavior. Think we are talking about the stock market? Actually, we are talking about life insurance. Yes, life insurance. … Read more
Insurance planners consistently ask us for ways to start a conversation about life insurance. It’s a difficult topic for many to talk about, so having properly framed questions is critical both for conversation purposes and starting a plan off correctly. Here are 9 questions we find valuable in starting a conversation about life insurance. Do … Read more
Many advisors don’t know where to start when it comes to talking about life insurance with their clients. And that’s okay. It is not an easy conversation to have. Go back to the basics to engage the client. ASK QUESTIONS! All you have to do is ask one of the following questions and suddenly the ball will … Read more