Featured, Culture

How I Won The Sale

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Featured, Newsletter, Culture

The Life Design Analysis Story

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Featured, How To

How To Create Your First Report Using Life Design Analysis

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Featured, Sales Concept

Selling On Time, NOT Price

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Featured, Culture

Should you join the insurance industry

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Featured, Webinar

November 2018 Webinar

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Featured, News, Sales Concept

Every Day Is Black Friday
For Life Insurance

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Featured, Webinar

December 2018 Webinar

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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 …

Webinar

July 2018 Webinar

Monthly Report Breakdown

Manulife Par Whole Life Case Study

CI/DI/Manual Input

Using Recipies, Layering/Combining Functions

Update, Resource

Market Trends #1

The purpose of Market Trends is to look from a high level at what products and companies are trending and look at the different segments, who the market lead…

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.

Webinar

June 2018 Webinar

Make Compliance An Asset, Not A Headache:

A Detailed Look At The Flow Of An Insurance Sale Using LDA

Resource

Don't Let Compliance Keep You Up At Night

Compliance doesn't have to be the enemy. It shouldn't be something we hide from or ignore. It certainly doesn't need to take much time or effort! However, in…

How To

How To Become More Referable

If you want to generate more revenue from your existing client base, there are two ways to do it. One is to cross-sell more products. The other is to have yo…

Webinar

May 2018 Webinar

How To Illustrate Joint Life

Mark A Policy As Sold To Save Renewal Information

Advisor Highlight

All About Account Settings

News

Data Visibility Plagues Insurance Industry

Renewal information is already a big problem in our industry. The fundamental issue is access to information. Financial advisors have a sworn duty (fiduciary…

News

New Wave Of Tech Making Old School Sales Obsolete

The status quo is changing, advisors everywhere are being force-fed discussions of "disruption". Does disruption mean advisors have to fight back? evolve? D…

Update, Resource

11 Productivity Hacks For Your Insurance Practice

Productivity can be a huge lever for increased revenue and client satisfaction. When your whole team operates at high-levels, employers and clients ultimatel…

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…