The first thing you must do when searching out high net worth prospects is to get them talking. But should the relationship start from the social or the business side?
The Securities and Exchange Commission (SEC) voted in favor of adopting a final amended version of the Regulation Best Interest rulemaking package on Tuesday, drawing praise from the insurance industry.
Salespeople are often told not to fall into the trap of thinking like a customer because they will lose focus on what they want to accomplish: Closing the sale. What if the opposite is true?
New survey finds there are identifiable areas where insurance carriers, insurance marketing organizations, brokerage general agencies, and other insurance wholesalers can improve their services to the independent agents.
All testimonials aren’t equal; most are lacking credibility. Here’s how to obtain ones that are motivating, memorable and make a difference.
A trio of Million Dollar Round Table members share their unique insights with Insurance Forums about working primarily with specific generations of clients in this second of a two-part series.
A trio of Million Dollar Round Table members share their unique insights with Insurance Forums about working primarily with specific generations of clients in this first of a two-part series. Stay tuned for Part 2 on Thursday.
Expanding your practice into the virtually untapped wealthy foreign nationals market can take your practice to the next level.
The foreign nationals market for life insurance is an advisor’s dream. It’s huge, the prospects are motivated, and offers significant rewards – and yet it’s far from overcrowded. Here are some basics for working with Foreign National prospects, straight from an experienced veteran of the market.
For many in sales, the lure of low-hanging fruit is irresistible. The appeal is so addicting, some make it their career to be perennial order takers. It doesn’t need to be this way. This article offers strategies for overcoming the damage that pursuing low hanging fruit can do to a salesperson’s career.