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Making your sales proposal a winner

This three-phase process for creating proposals that meet prospect expectations covers what to do before, during and after presenting.

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Recent Insurance Training News

New book by Forums member explores what separates top-producing agents

Veteran Insurance Forums member and Final Expense expert David Duford releases a book detailing traits that separate top producers from the pack, culled from interviews with 14 highly successful agents and agency owners.

Trust is centerpiece of superior advisor experience, Northwestern Mutual study finds

Newly released findings underscore the overall value of working with an advisor, and lists attributes that distinguish a remarkable advisor experience such (like having the client’s best interests at heart).

Avoiding objections is stupid: 4 ways to seek out the objections you DON’T want...

Rejection hurts, so most salespeople try to avoid it for as long as possible. It's far smarter to bring objections to the surface as early as possible. Sales acceleration specialist Jeb Blount offers a few powerful tactics to help you do so.

Nationwide more than halfway through life insurance transformation process for advisors, clients

Intelligent underwriting, new advisor sales tools and digital customer interview all included in changes. The carrier also plans to open a new 31,000-square-foot innovation center in Columbus next year.

Recruiting the next generation: New program allows qualified college students to attend InsureTech Connect...

The just-announced ITC 2018 Student Program will provide meaningful exposure for students to learn about the latest trends and opportunities while networking with leading minds in insurance innovation and digital transformation.

Motivation boost: More than 15,000 from 53 countries attend MDRT-Los Angeles

Top producers flock to the City of the Angels looking for ideas to further their careers and help them lead more balanced, healthy lives.

Insurance: Destined for change by way of technology

Last year alone over $1.7 billion was invested in insurtech startups. There is significant momentum and interest around developing the next best thing, and each and every one of these startups brings a new idea to our industry. But how do they get to market?

8 questions that keep prospects talking

Salespeople learn when they’re listening, as getting prospects talking gives a producers the information needed to make the sales. Here are 8 questions that will do the job.

Is your practice telling the right story?

The businesses that stand out don't just state "we are the best" or focus on the ROI of their products. Rather, they tell a story that sparks an emotional connection with prospects. Here are seven tips to help you get started telling yours, courtesy of Justin Champion.

House passes bill to protect seniors against fraud; industry groups urge President Trump to...

The Senior Safe Act intended to empower and encourage financial professionals to report suspected cases of elder financial abuse while shielding advisors who act in good faith and with reasonable care from liability.

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