Many Ways to Say GOOD

Many Ways to Say GOOD

Over the weekend I was trying to come up with a sales-idea to send out to all my agents. My son happened to show me a clip, which I have included below, from a former Navy Seal (Jocko Willink, author of the bestselling book, Extreme Ownership). In this video, Jocko talks about how to say … Read more

Life Insurance in the Post Pandemic World

Life Insurance in the Post Pandemic World

for agent use only | life insurance post pandemic by Mitch Long I hope everyone is doing well and I am excited that in North Carolina we appear to be moving in the direction of opening up the state. However, I think this experience may cause some permanent changes in how customers purchase life insurance … Read more

9 Common Mistakes We See in Insurance Planning for Business Professionals

All clients have unique circumstances and needs. This creates confusion during the insurance planning process. Through the many conversations we have had, we have identified 9 common mistakes that business professionals make with the implementation of insurance strategies.   1. Failure to review buy/sell agreements when insurance planning A business owner has done all the planning and completed a … Read more

Traditional LTC is Not What It Used To Be

  Many of your clients probably have a Traditional Long Term Care (LTC) policy. For some of them, it’s a great product. For others, it has likely been a source of frustration. Part of the problem is that rates on in-force LTC policies are rising across the industry That means that what used to be … Read more

6 Ways Financial Advisors Can Sell More Life Insurance

The life insurance conversation is not an easy one to have. Here are 6 ways that have been successful for other financial advisors when talking with their clients about life insurance planning. #1 Policy Reviews. Review. Review. Review. #2 What role does life insurance currently play in your client’s overall financial plan? #3 Is the client … Read more

Ask Your Clients About Their Life Insurance

[vc_row][vc_column width=”1/1″][vc_column_text css=”.vc_custom_1460645971147{margin-top: 40px !important;}”]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 … Read more

Buy/Sell Agreement – Is It Funded?

[vc_row][vc_column width=”1/1″][vc_column_text css=”.vc_custom_1459347936260{margin-top: 40px !important;}”]Advisor: “Mr. Client, do you have a buy/sell agreement?” Client: “Yes.” Advisor: “Excellent.” Wrong! What good is a buy/sell agreement if it isn’t funded? How do you know if it is funded if you don’t ask? How do you propose a company that is worth $5,000,000 with illiquid assets fund a 50% buyout … Read more

3 Great Ideas To Boost Sales

[vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/1″][vc_column_text css=”.vc_custom_1455649316677{margin-top: 80px !important;}”] Looking for some ideas to increase sales? Take a look below. Or click on the image to the right. [/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_column_text css=”.vc_custom_1455650526312{margin-top: 40px !important;}”] [/vc_column_text][/vc_column][/vc_row][vc_row full_width=”” margin_top=”0″ margin_bottom=”0″ padding_left=”0″ padding_right=”0″ bg_position=”top” bg_repeat=”no-repeat” bg_cover=”false” bg_attachment=”false” padding_top=”0″ padding_bottom=”0″ enable_parallax=”” parallax_speed=”0.1″ bg_type=”bg_color” bg_grad=”background: -webkit-gradient(linear, left top, left bottom, color-stop(0%, #E3E3E3));background: -moz-linear-gradient(top,#E3E3E3 0%);background: … Read more