5 Partnerships That Can Generate Leads and Referrals
Here's how and why to work on partnerships that can generate leads and referrals. Not only does it grow your business, it grows your professional network.
How to Create a Customer Journey Map
The easy way to create a customer journey map? Use our free template! It's based on a 3-stage cycle of suspect, prospect, buyer.
The 21st Century Sales Funnel
When you understand the 21st century sales funnel, you know where to find your best source of leads - and how to market to them.
Go Remote: Non-Med Carrier Options
Now's the time for non-med carrier options! We'll keep a running list here for you to refer to. Need help matching a client with a carrier? We can help.
Go Remote: How to Take Your Agency Online
The world is a strange place right now! Instead of worrying or waiting, here's how to take your agency online right now so you can keep serving clients.
Tips from MDRT Members: What Advisors Wish They Knew Sooner
In a recent episode of the MDRT podcast, we find out what advisors wish they knew sooner in their careers - get their tips here!
Overcoming Objections: Price
Instead of arguing with a statement like "I can't afford it," here's how to get to the real issues and start overcoming objections to price.
Call Reluctance: What It Is and How to Overcome It
Even experienced agents get call reluctance. Learn the 12 types of reluctance and their prevalence in insurance sales, plus how to overcome them.
Tips for Talking about Disability Insurance from the MDRT Podcast
The MDRT Podcast gathered four producers to give tips for talking about disability insurance and income replacement with clients.
Lessons Learned from a Life Insurance Mystery Shopper
In direct-to-consumer life insurance sales, what separates a carrier from an independent agent? One life insurance mystery shopper found out.