Prospecting
Client prospecting tips for insurance agents and other financial professionals.
The CMS 2026 Proposed Rule Could Shake Your World
By Lloyd LoftonIf you help clients with Medicare plans, life could soon become more complicated.
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…
October 28, 2024
10 Social Prospecting Mistakes to AvoidIt's important to resist trying too hard and sending the wrong message.
September 12, 2024
How to Ask Clients and Friends for IntroductionsThere's an art to getting to know other people's friends.
August 30, 2024
4 Steps to Retirement Planning SuccessAn annuity market veteran maps out the road to doing well by doing good.