by Bob Brzyski | Aug 25, 2025 | Bob Brzyski, Marketing Best Practices, Sales & Marketing, Wealth
Let’s get this out of the way upfront: “Always Be Closing” “ABC’s” of Sales still has its place. Asking for the sale is part of the job, and a critical one at that. Whether you’re helping someone enroll in a Medicare plan or choose the right life insurance policy,...
by Devon Williams | Aug 5, 2025 | Devon Williams, Protection/Income, Sales & Marketing, Wealth
If clients aren’t sticking around after the sale, something isn’t connecting. In a competitive market where consumers are constantly pitched newer, faster, “better” products, the ability to maintain long-term relationships is what separates...
by Greg Yodis | Jul 24, 2025 | Greg Yodis, Protection/Income, Wealth
For clients who plan to stop working before age 70, one question always arises: “How do I maintain an income without reducing my Social Security benefits?” Early filing leads to lower monthly payments for life, while waiting until 70 can result in...
by A&A Editorial Team | Jul 22, 2025 | A&A Editorial Team, Life, Term Life, Universal Life, Wealth
Life settlements are gaining traction as an alternative to surrendering a life insurance policy; however, not all inquiries are created equal. As licensed agents, we have a fiduciary responsibility to protect our clients’ best interests by scrutinizing inquiries and...
by Steve Heney | Jul 18, 2025 | Protection/Income, Steve Heney, Wealth
The potential need for disability insurance is not one the average American can see or feel in their everyday lives like they do with health insurance (ie. picking up prescriptions from their pharmacy). The need for disability insurance is often not considered until...
by Drew Gurley | Jul 16, 2025 | Annuities, Drew Gurley, Life, Universal Life, Wealth
Indexed universal life (IUL) and fixed indexed annuities (FIAs) both stand out as powerful yet distinct tools, with their camps of defenders. Some of the more dedicated proponents may even suggest that their preferred product is objectively better than others....
