by Nick Hildenbrand | Dec 21, 2022 | Nick Hildenbrand, Sales & Marketing, Sales Tips
About Author advdemo1 view all articles by this contributor When it comes to following up with clients, insurance and finance professionals need to be on their A-game. Why? Because your client relationships are critical to building and maintaining a long-term...
by A&A Editorial Team | Dec 8, 2022 | Sales & Marketing, Sales Tips
About Author advdemo1 view all articles by this contributor If you have been involved with annuity or life insurance sales for more than a New York minute, then you’ve probably heard a pitch about incorporating sales targeted for the federal employee market. Depending...
by Bob Brzyski | Dec 8, 2022 | Bob Brzyski, Sales & Marketing, Sales Tips
About Author Bob Brzyski Bob Brzyski is vice president of Marketing at Pinnacle Financial Services and has helped Pinnacle grow to a leading wholesaler of Medicare Advantage, Medicare Supplement and Part D plans. He is a member of the NAHU Medicare FMO Council, which...
by Conner Kleinsasser | Nov 8, 2022 | Conner Kleinsasser, Sales & Marketing, Sales Tips
About Author advdemo1 view all articles by this contributor As an agent or advisor, your clients look to you to guide them through the often confusing world of finance and retirement planning. They may have a plan in mind, but they’ll need you to point out the...
by John Poston | Nov 3, 2022 | John Poston, Sales & Marketing, Sales Tips
About Author John Poston John Poston is Senior Account Manager at DFS Marketing, where he focuses on servicing hundreds of agents and training his team of marketers. Before joining DFS in 2020, he served in a number of positions in finance and insurance, including as...
by Robert Bache | Oct 20, 2022 | Robert Bache, Sales & Marketing, Sales Tips
About Author advdemo1 view all articles by this contributor More Americans report losing sleep over money troubles than for any other reason. The rising cost of daily necessities like gas, food and electricity has become a major source of stress. That’s why I sat down...
