MDRT Agency Principal Series: Podcast Episode 5
In the fifth and final MDRT Agency Principal Series podcast episode, industry leaders share their perspectives on value propositions for agents and agencies, as well as how to avoid being seen as a commodity.
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WordPress Security Tips for Life Insurance Agents
Is your WordPress site secure? This post runs through the basics of necessary updates, child themes, security plugins, and simple code modifications that can help keep hackers out of your file server.
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MDRT Agency Principal Series: Podcast Episode 4
In the fourth MDRT Agency Principal Series, industry leaders share their perspectives on trends affecting productivity and the state of the industry.
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May 2016 Carrier Updates
Get the latest carrier updates and marketing materials for May 2016 from Pinney Insurance, your life insurance brokerage.
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What We’re Reading: Originals by Adam Grant
This month, we’re reading Originals: How Non-Conformists Move the World by Adam Grant. We picked this book because of a quote from the recent 2016 LIMRA Life Insurance Conference. At the conference, Kimberly Harris-Ferrante, VP and analyst at Gartner, said: “You have to ask yourselves, are we tryin...
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Prospecting via Webinars for Life Insurance Agents
Prospecting via webinars for life insurance agents is a great way to build your mailing list. Here's how to get started for free.
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MDRT Agency Principal Series: Podcast Episode 3
This is the third in the MDRT Agency Principal Series, recorded at NAILBA 34 for agency principals and advisors. In this series, industry leaders share their perspectives on the state of the industry, with tips and takeaways to help you thrive in the changing landscape.
Panelists:
Moderator:...
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April 2016 Carrier Updates
Last Updated: April 8
Accordia
NEW! Get the latest update on policy conversion. We continue to make progress on the conversion cleanup and service levels. Please remember that due to the improvements in the Contact Center, we will be discontinuing our Saturday hours of operation beginning Apri...
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April Sales Kit: Tax Strategies
Get the Kit
Our FREE 27-page tax strategies sales kit includes:
12-page guide to uncovering life & LTC needs through a 1040 tax form
6-page 1040 overlay guide and worksheet
2-page easy reference tax guide for 2016
2-page tax planning & life insurance policy review c...
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What We're Reading: How to Win Friends and Influence People by Dale Carnegie
The skills and techniques discussed in How to Win Friends and Influence People are as valuable as they were in 1936, but now you'll see the same ideas bundled into marketing-ready phrases like “how to build your personal brand.”
In other words, Dale Carnegie wrote the book on how to become an in...
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