Generating referrals: How to get introduced in a virtual world
Referral coach Bill Cates shares how you can secure a good introduction working in this virtual business environment (and beyond): An email introduction.
Training
InsureTech Connect changes name to ITC Global, announces innovative digital event experience
Registration is now open for ITC Global, the world’s largest gathering on insurance innovation and digital transformation.
What to look for (and stay away from) in carrier options when selling Final Expense over the phone
Insurance Forums member David Duford shares four key tips for anyone making the transition from face-to-face final expense sales to telesales.
Getting back to growth: A 3-phase approach
Referral coach Bill Cates says this is the time to show people what you’re made of. You don’t need to have all the answers. You just need to be willing to have all of the conversations.
What prospects want to know about agents before they buy
It’s second nature for agents to size up prospects. It’s part of their DNA; they do it without thinking. But prospects do it, too, trying to figure out if this is someone they want to do business with.
NAIC updates annuity sales best interest model regulation
State regulators revise model to require producers act in customer’s best interest when recommending annuity products.
Why agents don’t make more sales
One mistake agents often make is defining their role too narrowly as being a salesperson. It can also be the reason they don’t close more deals.
Get ready to network Disney-style at ICMG 2020 conference in January
Registration is open for the Inter-Company Marketing Group 2020 conference, set for January 29-31 at the Walt Disney World Dolphin Resort in Orlando.
New report shares top traits of highly effective advisors
New special report based on year-over-year trends provides playbook to help RIAs and fee-based advisors earn more and manage more AUM.
Kelly and Kelly to Keynote NAILBA 38
The National Association of Independent Life Brokerage Agencies, (NAILBA), announced Hall of Fame NFL Quarterback Jim Kelly and former U.S. Secretary of Homeland Security and White House Chief of Staff General John Kelly will headline NAILBA 38 in Dallas later this year.
