Prospecting
Client prospecting tips for insurance agents and other financial professionals.
June 01, 2021
8 Reasons Why Prospects Should Do Business With YouBecause you need them. And because they need you.
May 27, 2021
How to Find Life Settlements Prospects With 2 Easy QuestionsYou can start by identifying older insureds with convertible term policies.
April 29, 2021
When Your Prospect Is Older Than YouTurn a situation that seems like a problem into an opportunity.
April 19, 2021
4 Ways to Effectively Network TodayIf 8-year-olds can build connections online, so can you.
April 12, 2021
How to Build Out Your Natural MarketOne metric: How many people are in your phone contact list?
April 06, 2021
5 Top States for High-Income Earners Without Health CoverageThe big new HealthCare.gov marketing campaign could turn up households that also need life insurance.
March 29, 2021
The Agent and the Virtual Cocktail PartyEven if the gathering is on Zoom, you should still wear a clean shirt.
March 23, 2021
Consumers Want Liquidity: SurveyMany consumers without advisors want help with creating an emergency savings fund.
March 11, 2021
5 Tips From the TopDouglas Eze went from waiting tables to being an agent with his own foundation. Here's how.