Monthly Archive: July 2019

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Could An Insurance Company Become The Next Sears?

By Stephen Applebaum, Insurance Solutions Group — The thought of a major insurance company, and its brand, disappearing from the market seems impossible to comprehend and more like the stuff of an attention-grabbing headline....

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What Are The Lyrics Of Your Practice?

Bob Dylan’s 1964 song, “The Times They Are A-Changin,’” is an iconic song that has long signaled that the world around us is in constant flux. Protesters and social change groups have used the...

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The 10-3-1 Method: Still Relevant

In this fast-paced insurance industry, it is important for experienced advisors and new advisors craving success to establish a work system that includes recording and reporting their daily activities. If you want to make...

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Mo’ Minds = Mo’ Money

“You are not alone.” This is the message that was most recently brought home to me by a somewhat difficult case I had to deal with. Brokers are typically on their own. But am...

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Questions: What Are They Good For? Absolutely Everything!

During a discovery meeting with a prospect, you are probably already doing most of the following: asking open-ended questions, actively listening, maintaining good eye contact and asking follow-up questions. The questions you’re asking are...

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Three Reasons To Add Annuities To Your Financial Planning Toolkit

When 73% of clients say they like the idea of adding a source of protected monthly income — on top of Social Security — to their retirement income plan, registered investment advisors pay attention....