How To

How To

How to Motivate Your Client to Buy Now

As the saying goes it't cheaper to buy life insurance 10 years early than one minute too late. However I'm sure you have all delt with that client or prospec…

How To

How To Win An Insurance Sale When In Competition

It's not every case but sometimes as an insurance advisor, you will find yourself in competition with another agent. The way you position and present your so…

How To

Make Life Design Analysis An App

As an advisor you probably find yourself on the go quite a bit, if you're looking for a system to access all your client details, create and present insuranc…

How To

How To Review An Existing Policy

One of the best opportunities for sales and client service comes from existing term life insurance policyholders. In this how-to, we will show you to easily …

How To

How to Import & Mine Your Block of Business

For advisors, it's critical to keep selling new policies as the commision structure for life insurance is heavily focused on FYC. One of the best places to l…

How To

Improve Your Life Insurance Sales Presentation

Don’t let a weak presentation confuse your client and kill a sale. The first step to selling more insurance is a great presentation. That’s why it is importa…

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