Producer Registry to Help Agencies With Moves

The National Insurance Producer Registry (NIPR) wants to do more to help insurance agencies and insurance brokerage firms. The agent and broker license recordkeeping company says it’s adding a contact information update service aimed at agencies, brokers and other “business entities.”   If an agency or insurance brokerage firm moves or makes other contact information changes, [...]

Making The Most Of The Life Insurance Awareness Campaign

To successfully leverage this promotional campaign, educate clients and prospects, expand online options and be more active on social media. COVID-19 has underscored the need for many Americans to review their life insurance needs and seriously consider the purchase of life insurance. With today’s numerous uncertainties, insurance is being seen as a way for millions [...]

Re-Setting Your Goals

The steps outlined in this article will help you modify your goals in light of COVID-19. "Every adversity, every failure, every heartache carries with it the seed of an equal or greater benefit." — Napoleon Hill COVID-19 has created the need for some advisors to modify their goals as they spent a lot of time [...]

Becoming Your Best Self

Ask the people who matter the most to you what they need from you and make those requests your top priority.   As we all know, it takes a lot to be successful in the financial services industry—a lot of hours, a lot of attention, and a lot of care for our clients so that [...]

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. Advisors are uniquely positioned to help clients through times of uncertainty by offering income protection solutions, [...]

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 easier, and you will be able to keep moving [...]

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 other is sitting and waiting for their phone to ring. [...]

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 choice depends on your client’s individual situation. The [...]

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 prepared for worst-case health scenarios. In a CDC [...]

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' plans: Waiver of Premium Rider: Waives policy premium if your client becomes totally and permanently disabled [...]

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