Prospecting
Client prospecting tips for insurance agents and other financial professionals.
January 15, 2025
When You Volunteer, Do People Know You're an Agent?Helping your community can raise your own visibility.
January 06, 2025
10 Useful Phrases to Get Clients to ActSometimes they need to have an "aha" moment. You can help them get there.
December 23, 2024
Mid-Career Adults Face 19% Increase in Death RateThe major drivers appear to be drug overdoses, alcohol and cardiovascular problems.
December 20, 2024
The CMS 2026 Proposed Rule Could Shake Your WorldIf you help clients with Medicare plans, life could soon become more complicated.
December 12, 2024
7 Reasons Owning Insurance May Be Preferable to Investing for SomeFor some clients, paying to put assets in a life or annuity package could make sense.
December 12, 2024
How to Prospect for Life SettlementsSome of the best candidates may be consumers who laugh off pitches for life insurance.
December 02, 2024
8 Ways to Raise Your Visibility Over the HolidaysWhen everyone else is taking it slow, you have a chance to shine.
November 18, 2024
10 Reasons Friends and Family Members Need InsuranceIf you've been advised to sell to your favorite people, fear not: You're helping them meet real needs.
November 18, 2024
Businesses Can Use Life Settlements, TooFor these clients, knowing when to keep a policy and when to sell it could help the bottom line.
November 08, 2024
Which Asset Classes Are Best for Active Management?NDW Prospecting: Active vs. Passive in 3Q24 and the Long-term
As we typically do each quarter, today we revisit the debate between active and passive…