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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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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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Beginners Guide to Developing Your Social Media Strategy

 

Being in the industry you (yes, you.) reading this article are in, we understand there is a good chance you are starting this new venture solo. Or maybe, you’re at a point in your career where you are established and now it’s all about getting up to speed on what these millennial's seem to be..

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You Have 500+ LinkedIn Connections... So What?

 

We’ve all been there, scrolling through LinkedIn, just following up on a 3rd connection you know from the internship you did before your senior year of undergrad. The first thing you noticed is the 500+ at the top of their profile…

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How to Double Your Sales Before 2019

 

Kyle Gutzler, a senior account executive at Teradata is mastering the art and science of selling -- and from his $1,000,000 sales year, he's really good at it. Find out what 7 adjustments he made to be dominating his industry sales, and how you can do the same.

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It Pays to Be a Trusted Advisor

Thanks to new technologies, the insurance industry is a daunting new world, but some things will not change: There will always be claims, service issues and milestones in a client’s life. The Trusted Advisor will be there to help them navigate through the digital age.

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Growing Your Employee Benefits Sales

Learn how to team up with a professional employer organization to grow your employee benefit sales. 

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Want to Gain a Ton of Referrals for your Medicare Practice?

Then make yourself "wanted" by your clients. The key to being wanted by your clients is to have the answers to their questions. Use these resources to be able to answer many of their common questions.

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Conversations That Empower Clients

Prospective clients want to find the right financial representative who will take the time to explain their business fully. They want someone who will offer multiple solutions to address their needs. These prospective clients want to make the most out of their finances. By choosing the right..

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