5 key elements of a client-oriented sales process
It takes smart, highly competent salespeople to meet the challenges presented by today’s informed and savvy customers. Even so, there are many in sales who ... Read more
Practice Building
LOMA celebrates 100,000th FLMI designation milestone
ATLANTA, May 11, 2015—LOMA recently announced the awarding of the Fellow, Life Management Institute® (FLMI) designation to its 100,000th recipient, accentuating the positive impact the ... Read more
Agent/Broker valuations ‘never higher,’ but recruiting deficiencies threaten perpetuation plans
ATLANTA – Values being paid for insurance agencies and brokerage firms have “never been higher,” according Bobby Reagan, CEO of Reagan Consulting. Reagan Consulting, a ... Read more
New insurance marketing poll seeks insight from Forum members; results will be shared
The insurance industry is undergoing a long overdue change. A growing middle class is surfacing as a huge under-insured market, retirees are clamoring for financial ... Read more
Van Mueller, Joe Jordan among speakers set for 2015 Advisor Network Summit in Las Vegas
A heavyweight lineup of speakers has been announced for the 2015 Advisor Network Summit, set for Aug. 5-7 at The Venetian in Las Vegas. Super-producers ... Read more
22 behaviors that bother prospects and hamper sales – and how acknowledging them can help you eliminate them
There are a few star performers in sales. The other 99% fall on a continuum from very good to poor. While this isn’t news to ... Read more
18 little things that drive customers away
With all the talk today about the need to create a great experience for customers, why are so many companies overwhelmed with a tidal flood ... Read more
6 ways to uncover good life insurance sales leads
“I’m not ready to slow down,” one life insurance producer said recently. “It’s just that I don’t have enough leads.” He is not alone by ... Read more
Successful referral strategies: Earn them with service
We all know one of the most difficult challenges associated with selling life insurance is keeping your pipeline full of prospects. Leads are great, but ... Read more
9 in 10 young advisors satisfied with their careers
WINDSOR, Conn. — A new LIMRA study of young financial professionals reveals 91% said they are satisfied with their careers. The Young Advisor Snapshot is ... Read more
