by Chris Campbell | Mar 15, 2024 | Chris Campbell, Sales & Marketing, Sales Tips
Navigating sensitive conversations is a core skill for every insurance agent and financial professional. While delivering honest advice can be tricky, it’s essential for building trust and guiding clients towards sound financial decisions. Learn how to break bad...
by Austin James | Jan 31, 2024 | Austin James, Sales & Marketing, Sales Tips
The increased desire for personalization from clients across the US offers an opportunity for agents and advisors to enhance customer satisfaction. The Capco US Insurance Survey of 2023 underscores this trend, revealing that policyholders are increasingly seeking...
by Austin James | Sep 27, 2023 | Austin James, Protection/Income, Sales & Marketing, Sales Tips, Wealth
As consumer demand for annuity contracts continues to surge, now’s the perfect time for financial professionals to become licensed to sell annuities. Typically, commissions are higher on annuities than what we can make selling other insurance products, due to the...
by Jennifer Thackeray | Sep 18, 2023 | Jennifer Thackeray, Sales & Marketing, Sales Tips
Financial professionals may be compromising their effectiveness by not providing clients with adequate time and attention. New research shows that almost one-third of financial advisors say they don’t have nearly enough time to spend with their clients. Register...
by Austin James | Sep 18, 2023 | Austin James, Sales & Marketing, Sales Tips
Artificial intelligence (AI) technology is quickly becoming a necessity in the financial industry, with investors and professionals alike seeing the technology as a great asset. According to the Morgan Stanley Wealth Management Survey, 74% of investors believe this...
by Frank Ragsdale | Aug 15, 2023 | Frank Ragsdale, Sales & Marketing, Sales Tips
Cross-selling can be a winning situation for customers, agents and insurers alike. By bundling multiple services and solutions within one company, customers can enjoy convenience and cost savings, while agents and insurers can benefit from reduced customer acquisition...
