Helping Clients Understand The True Value Of Individual Disability Insurance
With the current economic and health challenges in America, many individuals are justifiably concerned about ensuring they protect themselves and their families against the unexpected. And individuals are more open than ever to exploring ways to protect their future....
10 Tips for Maintaining a Positive Attitude
Keeping a positive attitude is one of the most important things you can do if you want to lead a happy life and achieve your desired level of professional success. When you have a positive attitude, dealing with personal and professional obstacles will be a lot...
Building Client Loyalty: More than Just a Plan
Client loyalty can make or break a business. Building relationships with people that are relying on an agent to guide them through the choppy waters of health care coverage makes all the difference. It’s what gives one person an overstuffed book of business, while the...
Are You Offering Multiple LTC Insurance Options?
Studies say 70 percent of seniors can expect to use some form of long-term care during their lives. There are various ways to obtain long-term care (LTC) coverage, but which should you advise for your client? Every option has pros and cons, but we believe the best...
Cover those Copays with Hospital Indemnity Plans
Now is the time to capitalize on your hard work. Make an effort to follow up with your clients. Find out if they are satisfied with their plans, but maybe just as importantly, see what ancillary products might interest them. Seniors live on fixed incomes and must be...
Customize Life Insurance with Riders
Life Insurance riders bring more value to basic coverage. Riders offer supplemental coverage to your life insurance policy and accommodate many unexpected events that aren't covered within coverage alone. Here are a few riders you can add to tailor your clients'...
Preparing Clients for Parameds and Cognitive Assessments
Phone interviews, paramed exams, and/or cognitive assessments are often required when applying for insurance. When a client knows what to expect, the client can be comfortable with the process, information can be ready, and applications can be approved faster....
Planning for 2021: Top Seven Tips for Medicare Agents
A new year brings new opportunity. Capture as much of that opportunity as possible by starting the year off right. Here are seven things you can do this January to prepare yourself for a great year in Medicare sales. 1. Audit the previous year. The last year was a...
How to Take on an Upset Client in the Insurance Industry
At least once in your sales career, you may meet an insurance client who had a negative experience with another agent, plan, or insurance in general. While these bad experiences were out of your control, you have the ability to make their next experience a positive...
How to Get Someone to Talk About Their Agent or Advisor
Tactful questions can prompt revealing answers that let you know what they are looking for, possibly in a future client-advisor relationship. Let’s assume part of your practice involves working with individuals. When you meet someone socially (which today could be...