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Compliance Made Easy With Our Shareable Needs Analysis

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Buy Term Invest The Difference

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Life Insurance for Your Favourite Superhero

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

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Tools Advisors Use To Save Time And Accelerate Business

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February 2018

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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…

Resource

The psychology of choice in the insurance buying process

You would think that with all the choice that consumers have with insurance products today, that would translate into more sales. Unfortunately, consumers do…

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

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…

Featured, Webinar

February 2018

Concepts To Increase Revenue And Productivity

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…

Featured, Resource

Life Insurance for Your Favourite Superhero

Superheros are pretty amazing but even they have their vulnerabilities. Find out what type of insurance your favourite superhero would buy!

Webinar

January 2018

Kick off 2018 with us at our January webinar and earn a CE credit!

Featured, 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.

News

October Is Cyber Security Awareness Month

Studies show there is a growing focus for cybercriminals to target medium-sized businesses in this field. Are you protected?

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