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How to Improve Your Life Sales

With your P&C clients, start by setting the stage for the initial face-to-face life insurance discussion.

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Managing Longevity Risk for Your Clients

Managing your client’s longevity risk is one size that fits all. The insurance industry is uniquely situated to manage these problems. While your clients may want to wait until their qualified accounts grow a little more, they want to save some more money, or they just aren’t ready, you need to..

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Coping with Rejection

How you handle disappointment will determine if you will move forward in achieving your goals. Here are some suggestions to help you cope with sales rejection, stay positive, overcome adversity and get back on top of your game.

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Top Sales Ideas from a Top Producer

All great salespeople have common denominators. Take some pointers from a MDRT Top of the Table producer and take your business to the next level.

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Dig Deep and Wide for Greater Business-Sales Success

During the discovery process with your clients and prospects, make an effort to dig more deeply and get more data. The information you get can be revealing directly and indirectly and is the cornerstone for addressing your clients’ concerns and issues. You will also find out that selling..

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How to Write a One-Page Power Plan

Developing a business plan can help take you to the next level of success. If you want to have a laser-sharp focus on how to make your numbers in the next 90 days or by the end of the year, write a One-Page Power Plan

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Just a Salesperson

Fee-only or commissioned based - we should all have the right to present our products and services. And we should all act in our clients' best interest - without labels and without negative implications based on titles that often get politicized.

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What Is Driving Our Growth?

There are countless reports of an underinsured America. Many of the people who need what we have to offer may be very different from those whom the industry has been successful in serving for decades.  What markets are experincing growth and how can you tap into it?

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How to Sell Something Everyone Needs but No One Wants to Buy

Many advisors try to appeal to their clients’ logical side when selling DI or any other product, not their emotional side. This is a big mistake because most people make decisions based on emotions and back their decision up with logic.

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The Benefits of Being a Holistic Advisor

What is best for one person, is not necessarily best for another. It is more important than ever for financial professionals to offer customized solutions that are in their clients’ best interests. In order to best serve your clients objectives, become a holistic advisor.

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