A woman lectures to an attentive audience.

Leaders vs. Managers

I was asked to write a blog article contrasting leadership and management. I’ve always thought of myself as more of a leader than a manager, yet I value the management abilities of others greatly. I view them both as extremely beneficial to businesses large and small. At Pinney Insurance Center, Inc...
Read More

A green road sign that says, "Vision."

All Things Vision

Vision and dental plans are typically offered through employers as additional health coverage. Others receive coverage through Medicare or Medicaid. But for some, this coverage is not offered or they don’t qualify, and going without makes it difficult to acquire necessary medical exams and products n...
Read More

A cute crowd of kids trick-or-treating in costumes.

All Things Dental

Typically, vision and dental plans are offered through employers in addition to health coverage. For those who qualify, federally-funded programs like Medicare and Medicaid also work to protect individuals against exuberant costs. But for some, coverage either isn’t offered or they just don’t quali...
Read More

Doctor Speaking with Patient.

Breaking Down Medicare Supplement Insurance

The first thing to know about Medicare Supplement Insurance is that its name is interchangeable with Medigap. The two terms describe the same product. Here’s the short answer of what Medigap is: It does exactly what you’d expect. It supplements and fills in gaps left by Medicare. Medigap breaks d...
Read More

A mom and daughter pose with leaves and a pumpkin for autumn.

The Importance of Vision and Dental Insurance

Your clients have life insurance which protects their family from financial disruption if they die. But what about insurance that keeps them healthy while they’re living? As insurance professionals we encourage all of our clients to live as healthy of a life as possible. This includes physical hea...
Read More

A little girl in a witch costume laughs and poses with her pumpkin.

Do Your Clients Have Medigap, Vision, and Dental?

What is the first thing you think of when the calendar turns to October? If you said Halloween, then we’re thinking alike. But we’re taking it one step (or two) further. October to us means it’s time to talk about Medicare supplement, vision, and dental insurance. How’d we get there? Halloween me...
Read More

Life Insurance as an Asset Class

Life Insurance as an Asset Class

If you haven't talked to your clients about life insurance as an asset class, now's the time. They get stability, liquidity, and income-tax-free cash during retirement.
Read More

Co-workers having a bonding moment.

Communicating Using the Kolbe Assessment

At Pinney Insurance Center, Inc., one of the first tasks we have new team members do is complete what is called a Kolbe Assessment. The Kolbe test is a unique evaluation which identifies the natural work preferences and communication styles of each individual. The Kolbe helps us understand how to tai...
Read More

Four agents standing behind a desk with a computer.

E-Policies: It's Time to Ditch the Paperwork

To be in the top 5% of producers, you have to sell policies at what feels like impossible speed. But for the average producer, time is one of the biggest challenges standing in the way. Those top-5 percenters are killing it, year-in and year-out. Clearly, they’ve found a way to cut down time on basi...
Read More

A couple look at a computer monitor together.

How to Build Business with Technology

We’re talking technology again. Twitter, LinkedIn, blogs, websites, social media in general—technology is simply too important to pass on. Many producers feel that unless they’re going to be instantly successful, the time and effort aren’t worth it. They ask for the quick “secret” to success. There...
Read More


=

FREE Webinar Series: “Grow Your Business with IUL”

Watch these 5 webinars with North American, each with 20 minutes of sales tips and best practices, so you can start selling IUL now!

Tools of the Trade
Sign up for Tools of The Trade and get email newsletters with the best tips and tools in the industry for free!

Take Our Agent Survey

Would you rather learn more about marketing or lead gen? Process automation or sales tips? Tell us in our agent survey!


Take Survey Now
Close Window