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2017 YAT Leader of the Year

As the nominations deadline for the 2018 YAT Leader of the Year draws closer, we wanted to take the opportunity to honor our 2017 winner, Kevin Ross.

 

Kevin Ross, is the Agency Owner of American Family Life Insurance Company, Past President and current National Committee person of..

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The Ultimate Sales Tool

Nothing sells better than providing a good product and great customer service.

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Ensuring Success for Your Fixed-Annunity Sales in 2018

Here are a few tried-and-true sales insights and considerations you can use to help meet your clients’ financial objectives, regardless of your tenure in the industry.

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Finding Success in the Chinese-American Market

Some Chinese- Americans refrain from buying life insurance because of language barriers or they are uncomfortable. Start by understanding the culture and values of this demographic group.

 

 

Finding Success in the Chinese-American Market by Elaine Yunan Liu

 

Multicultural communities present..

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Getting Referrals Without Asking

The key is to offer a client experience that is carefully crafted to promote referrals at every stage.

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Three Mistakes in Life Insurance Planning (and How to Avoid Them)

Life insurance policy ownership and structure should be considered just as mindfully as any other part of the client’s estate plan. Here are some of the most common mistakes advisors can make…and how you can avoid them.

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Attracting and Serving Today’s High-Net-Worth Clients

With growing diversity of high-net-worth clients, it is important to identify ways to remodel and service their needs. This article expands on who most of today’s high-net-worth clients are, and offers solutions on how to serve and appeal to them. Plus, you will gain a deeper insight into how to..

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Seize Tomorrow's Opportunities Today

Advisor 2020 will show you how to maximize the opportunities facing your business today, and in the future. The financial services industry is experiencing competition and consolidation. Advisors can take advantage of the opportunities created by these changes to grow their business. Advisor 2020

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Ideas to Help You Sell More!

No matter how long you have been in financial services, there is nothing like a good idea to help put you in front of highly-qualified prospects or refine your sales techniques. Some of the industry’s best thought leaders share their latest tips and ideas.

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Habla Espanol?

As a benefits consultant, if you are not speaking spanish, you may be missing opportunities to grow your business.

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