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Sales Update
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Annuities have their best Q1 in 40 years
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According to LIMRA, Q1 saw $113.5 billion in annuity sales, which is 21% higher than the same quarter of 2023. But which annuity types sold best? And which clients should you be marketing them to? Find out in this week's post.
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Empowering Women in the Insurance Industry
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Meet Carina Hatfield, a current NAIFA National Trustee and moderator for Pennsylvania's Leadership in Life Institute. She shares her story, including the value of niching down and referring out business you don't specialize in. She also discusses techniques for increasing women's involvement in financial services and NAIFA.
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You're Prospecting All Wrong
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Every sale begins with a good prospecting process. If you don't have that process in place, you're not likely to be able to recreate any good results you get. This article has a good breakdown of a client-centric process you can adapt to any sales situation.
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Recent Posts
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Disability Income Insurance
Our May 2024 sales kit will help you talk to clients about protecting their most valuable asset: their paycheck. Payday may be the best day of the week, but what happens when those paychecks stop due to illness or injury? Since 72% of American employees live from paycheck to paycheck, it's crucial that we help protect that asset and everything it provides for your clients and their families.
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5 Surprising Results from Fidelity's Recent Survey
Last month, Fidelity released the results of their Women's History Month 2024 Survey. The results give us a surprising amount to work with, in terms of marketing insurance and annuities to women. We'll go over the highlights, plus a few marketing ideas that frame those results for you.
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Use these to get more appointments
In this month's issue, Van Mueller shares the websites, resources, and experts he turns to on a regular basis. Use these to look up current stats, as well as help you think of questions, conversations, and stories you can use with clients and prospects.
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Perspective + sales ideas
2023 was another record-setting year for new annualized life insurance premium. Even better, LIMRA predicts continued growth as far ahead as 2025. See the stats, find out which products are having a moment, and get three sales perspectives you can use in sharing this info with your prospects and clients.
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Income Tax Planning
Our April 2024 sales kit will help you talk to clients about everyone's favorite subject: income taxes. Okay, we know no one wants to talk about that. But how about paying less tax? How about reducing your client's tax burden during retirement? How about making their money work smarter, not harder? How about reducing the tax burden on their kids, if they leave behind assets like a 401(k)? Now those are topics that should pique more interest.
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Colitis & Crohn's Disease
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Colitis or ulcerative colitis (UC) is the most common type of inflammatory bowel disease. Most often occurring and diagnosed between the ages of 20 and 40, this condition carries an increased risk of colon cancer when present for 10 or more years.
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Ask the Underwriter
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Too Much Busywork?
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We can help.
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Let us take care of the paperwork and follow-up tasks that keep you from doing what you do best: prospecting and selling.
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