Featured, Resource

Don't Let Compliance Keep You Up At Night

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Featured, Sales Concept, How To

7 Ways To Present Insurance Solutions

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Featured, Update, Resource

Market Trends #1

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Featured, Webinar

July 2018 Webinar

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Featured, Newsletter, Culture

The Life Design Analysis Story

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Featured, Webinar

August 2018 Webinar

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Featured, Sales Concept

Selling On Time, NOT Price

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How To

How to Import And 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…

Webinar

February 2018 Webinar

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…

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 Webinar

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

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?

Resource

Financial Literacy = More For Everyone

When clients are given transparency and an education on the products they are being sold, not only will they help you make a larger sale, they will be better…

Resource

Perfect Your 'N' In An Age Where Cold Calling Is Dead

What is your "N?" When I set out to become an Investment Advisor in the late 90's, I read a book by Nick Murray entitled, "The Excellent Investment Advisor."…

Resource

Help Clients Re-think The Way They View Insurance

Your Parents' Life Insurance Experience Is Going The Way Of The "Stockbroker." Are You Ready For What's Next?

Resource

Tools Advisors Use To Save Time And Accelerate Business

Time is limited. It's possibly the second most important asset a person has (sandwiched between family, health and money). The paradox is that the more money…

Resource

Does A Napkin Cut It In Today's Compliance Environment?

Compliance is taking over the industry making it harder and more expensive for an advisor to practice than ever before. Compliance does not have to be a hurd…