The 11 Major Benefits of an ESOP
The Employee Stock Ownership Plan (ESOP) is designed to be a retirement strategy predominantly for employees, but it is one that benefits the employer as well. Essentially, the ESOP provides an employee with ownership interest in the company he or she works for. The plan is funded through tax-deducti...
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Effective Habits Series: Sharpen the Saw
You want to be successful. Who doesn’t? But you’re not just going to do guess work. You’re going to find strategies, methods, and behaviors that work. So you started checking out the Effective Habits Series where we’ve broken down each step in Stephen R. Covey’s The 7 Habits of Highly Effective Peopl...
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2014 MDRT Experience Presentation
Recently, I was invited to speak on the main platform at the 2014 MDRT Experience in Kuala Lumpar, Malaysia. I had an amazing time and learned quite a bit. If you're not an MDRT member already, you should deeply consider it. If you missed this year's Experience meeting, MDRT has put together a fantas...
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Effective Habits Series: Synergize
One of our favorite business-related books is Stephen R. Covey’s The 7 Habits of Highly Successful People. We love it so much, we’ve dedicated one blog post for each habit. Today, we’ll be talking about habit number six:Synergize
(If you haven’t caught the first five, simply click here!)
Synergize—...
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3 Takeaways from a Recent Sales Summit
I would like to report on a couple of things I learned at a Sales Summit I attended in Santa Monica on January 27-29, 2014.
Foreign Nationals
I always thought Foreign National business was writing huge amounts of life insurance on some rich industry titan from Japan or a Colombian drug lord. Come ...
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The 60-Day Social Media Plan: Phase III
If you’ve been following this blog and have started implementing our Social Media Plan for Success then you aren’t quite ready to begin phase three just yet. But we want to make it available so you can smoothly transition to the next step without delay.
As always, we also want to take a moment to ca...
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Life Insurance Over 60
To help clients get life insurance over 60, it's best to look to a mix of life insurance and annuities to help them meet their financial goals.
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The 60-Day Social Media Plan: Phase II
It is time to move on to Phase II of the “60-Day Plan for Social Media Success.” But first, if you’re joining us late, check out the introductory post by following the link just above. Once you know what to expect, get started on Phase I byclicking here.
For the Phase II folks, let’s jump right in.
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Life Insurance Over 50
Got a client who needs life insurance over 50? Key in on the flexibility and tax benefits that cash value permanent life insurance policies provide.
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The 60-Day Social Media Plan: Phase I
Congratulations!
You committed to growing your web presence specifically through the use of social media. Then you checked out our introductory blog on the “60-Day Plan for Social Media Success.” Now you know what to expect, you’ve learned key words, your website and blog are ready to go, and you’re...
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