Sales Concept

Featured, News, Sales Concept

Every Day Is Black Friday
For Life Insurance

Every Day is Black Friday with Life Insurance, Don't forget to remind your clients around this time of year and show them how much money they are leaving on …

Sales Concept, Resource

Charitable Giving Campaign (Free Template)

Charitable giving via Life Insurance is one of the most effective ways to extend your legacy. Download our free charitable giving template to create awarenes…

Featured, Sales Concept

Selling On Time, NOT Price

Many focus on the price of life insurance and ignore the timeframe it's needed. Learn how to sell more of the right kind of insurance based on your client's …

Sales Concept, How To

7 Ways To Present Insurance Solutions

Keep your clients and prospects engaged in their life insurance purchase with our seven best ways to present insurance solutions to your clients.

Sales Concept, How To

How to Sell More Whole Life

Whole life is a powerful vehicle that, when properly structured, can offer long-term insurance protection and even has the ability to provide tax-free income…

Sales Concept, How To, Resource

Streamline Your Sales Process With E-Apps!

If you're looking to streamline your business this year, think about incorporating electronic apps into your practice. In this article, we show you how to tr…

Sales Concept

Compliance Made Easy With Our Shareable Needs Analysis

Make compliance easier with a needs analysis you can share with your clients. Have them populate the information which gets saved on their profile automatically.

Sales Concept, Resource

Life Insurance Through the 'Ages' (Free Template)

September is Life Insurance Awareness Month! At Life Design Analysis, we wanted to put together an infographic that takes you through the 'ages' of insurance.

Sales Concept, Resource

Cascading Life Insurance Concept (Free Template)

A little money and knowledge can put your kids and their kids on a path to financial security.

Sales Concept

4 Reasons To Buy Whole Life In Your 40s And 1 Not To

In this article, we explore four great reasons to buy whole life insurance in your 40s and one not so great reason. Help show your clients the protection tha…

Sales Concept

How to Properly Insure Clients Who Just Bought A House

One of the biggest triggers of the sale of insurance is the purchase of a house. We explore how to service these clients better by showing their insurance op…

Sales Concept

Show Clients What Happens To Term Insurance Over Time

Show clients what happens to term insurance even if they make the risky assumption they will stay healthy.

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