Sales Concept

Featured, Sales Concept, How To

How to work remotely in the life insurance space

Working remotely can enhance your productivity and add scale to your business to explore strategies to enhance your digital sales process.

Featured, Sales Concept, How To, Resource

Life Insurance as an asset class

Life insurance can be a compelling solution for HNW clients looking to maximize the "safe money" portion of their portfolio while still maintaining liquidity…

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The Best Life Insurance Quotes, Analogies & Memes

We round up some of the best insurance analogies and saying to help you simplify your next life insurance sale!

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13 Reasons Why People Don't Buy Life Insurance

In talking with advisors I can confidently tell you the top 3 challenges advisors are looking to solve are:

  • Lead Generation
  • Client Disconn…

    • 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…

    Sales Concept, How To, Resource

    How To Create Your First Report Using Life Design Analysis

    In today's fast-paced, information-oriented environment you need to make sure that every second you spend with your client is productive and enhances value f…

    Newsletter, Sales Concept, Culture

    How I Won The Sale

    One of my favourite parts of our business is hearing success stories from our advisors. I love hearing how they used LDA to enhance the sales experience or h…

    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…

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