Sitting On A Gold Mine: How To Open 20 Cases This Month
Whenever I ask advisors what they need to become more successful, one answer always shows up on their list: I want more leads! I’ve never met a salesperson who didn’t claim to close “at...
Monthly Archive: April 2019
How To Get The Royal Treatment From Flight Attendants
Air travel used to have a certain degree of romance, but now it has all the romance of bus travel. We all know prices have been steadily rising for most everyday goods and services...
Office Greenery Can Help Stave Off The Workplace Blues
If your office seems a bit stuffy and sterile, there’s an easy way to give life to your surroundings while giving your indoor health a boost. Add some plants to your décor. These potted...
Getting With The Plan: Why It’s More Than Just Investments
Consumers seek financial advice at different stages in their lives, from when they purchase their first home to when they start a family. Advisors should encourage goal-based financial planning at all stages to successfully...
‘Emerging Benefits’ Is The Next Workplace Trend
Workers say stress over their personal finances hampers their productivity on the job. Employers say they are challenged with attracting and retaining workers. Both groups are looking to a trend in voluntary benefits as...
How To Match An Annuity To A Retirement Need
Much is written about the need to accumulate money for retirement, but accumulation is only part of the retirement equation. Clients also must think about how to protect their income in retirement while considering...
Life Insurance As The Bedrock Of Financial Discipline
There are four financial disciplines that are critical to getting ahead financially. They are: Protect. Save. Manage debt. Invest. And the order in which these disciplines are developed is critical. Protection should always come...
Banking on Herself
Conrad is a Montana town of 2,500 in an area known as the “Golden Triangle” for its vast fields of wheat. Sixty miles from the Canadian border, Conrad is where the Great Plains meet...
Even Superheroes Grow Old
They seemed invulnerable in their prime. Stan Lee, a movie-star-handsome creator of superheroes who seemed to just keep living and living. And Burt Reynolds, an actual movie star who lived like he could laugh...
What To Say When Clients Die
Life insurance agents talk about death as part of their business. But the business of dying — that is something no one talks about. Specifically, how should a person be present in someone else’s...