Insights

Succeed in Insurance Sales: 4 Proven Strategies
Insurance sales can be a lucrative career. However, there’s a stark difference between bottom-tier earners and top-tier earners in the industry. To succeed in insurance

How to Set & Achieve Your Insurance Sales Goals
A new year is an opportunity to set and achieve your insurance sales goals. The following six steps will help you make this year your

Marketing Disability Products to Accounting Firms
Accounting firms are a great niche for disability products. According to the U.S. Bureau of Labor Statistics, there are more than 1.5 million accountants and

Should You Chat with Clients? Pros, Cons, Etiquette, and Compliance
You chat with your friends, family, and colleagues – why shouldn’t you text your clients? Chat and messaging apps are a convenient way to stay

Do You Have a Duty to Sell Disability Insurance?
If you know anything about disability insurance, you know there are a lot of good reasons to sell it. Disability insurance provides a great revenue

Why Should You Sell Disability Insurance?
You’ve carved out a career already, so why should you add disability insurance to your line up? For a lot of reasons. As a financial

How Systemization Can Skyrocket Insurance Agency Growth
Each prospect is unique… but that doesn’t mean you have to reinvent your sales process for each individual. If you’re writing emails and preparing presentations

Insurance Sales Strategies: 3 Questions That Close Sales
Sometimes, it’s not about what you tell a prospect – it’s about what you ask. Sales strategies that involve asking questions can be highly effective

Disability Insurance Quotes – The Good, The Bad, and The Ugly
Before your prospects decide to purchase disability insurance, they’ll want to see some quotes. Some agents sabotage themselves at this point. The following three examples

Inspire Action by Sharing the Top Two Disabling Conditions
Want to educate your clients about the need for disability insurance? Start by making the risk real. The goal is not to use scare tactics,
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