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Boost your insurance sales with million-dollar ideas, on demand! Learn sales ideas that will grow your annuity and life business from the industry's leading insurance companies and distributors.
This free, on-demand resource center is packed with useful visual sales tools, strategic ideas and resources as well as imperative knowledge that'll improve your efficiency and authority with clients on complicated industry and sales topics and trends.
Go ahead - enhance your professionalism through free and invaluable education. Learn something new today.
Ready to get started? Search the directory now, or sample a few of our staff favorites. Or click here to go back to the directory main page!
Don’t strike out by falling into the old habit of just selling product. Implementing solutions to your clients’ top concerns is the new way to win the game. We’ll cover tools to help you, attract prospects, discover the clients’ needs, present the solutions & close the sale. Discover how you can coach your clients on lowering taxes with smart tax planning. Get a base hit!
This is a MUST-SEE for ALL advisors! If you aren’t getting the activity you need or want, learn the secret to gaining referrals and scoring immediate appointments from Kerry Johnson, MBA, PhD and American Retirement Systems.
Find out what to do when not all clients present a standard insurance issue or situation. Businesses and individuals many times have needs that exceed the scope and capabilities of primary disability carriers. Using real life case studies, we will share real life solutions. Key Disability
A website that works for you will capture leads, increase seminar attendance, and will offer consumers useful information, should play an important role in your marketing plan. Learn the secrets to creating a successful advisor website.
Alligators have three character traits that you must keep top of mind in order to find ultimate professional success. Millionaire advisor Matt Zagula explains how to find your niche market and the steps to successfully and smoothly dominate it including surefire tips on developing a marketing plan, niche branding and easily overcoming objections.
Most producers fail when it comes to setting client expectations and parameters. Avoid making these same common mistakes yourself! Watch this video to see why it’s critical for advisors to position themselves as a financial physician, fixing clients problems the same way doctors cure their patients’ health issues. Plus, millionaire advisor Matt Zagula tells you his tactic for pinpointing the decision maker within the first minute of meeting a couple.
Watch this video to discover the sound strategy millionaire advisor Matt Zagula uses faithfully to close income and inheritance planning sales. He also walks you through the ‘fact pattern’ method and the one tactic most advisors miss, eliciting the client’s goals. He offers examples of the right questions to ask, how to ‘check in’ and ultimately make clients ‘buy’ you.
Covering your clients’ life expectancies tactfully can be difficult but critical for calculating how much future income is necessary. Watch this video to get a behind-the-scenes peek at how millionaire advisor Matt Zagula successfully overcomes this obstacle and closes countless sales acting as a ‘client advocate’. He explains how to ask the right questions to reveal your prospects’ problems and then persuade them that you have the perfect tools to solve them.
Do you have a financial planning tool that creates an all encompassing financial plan for your clients? Do you have a plan that is easily understood, and one that is virtually competitor-proof that consumers can conceptualize and explain to generate referrals for you? Learn how to use Asset Cycle® to harvest and manage 100% of your consumers portfolios (including fixed, equities, and insurance).
Hosted by Steve Savant, national insurance columnist and financial color commentator. Special Guest: Eric Palmer, National Director of Advanced Markets, Brokers Alliance The economic leverage of life insurance and premium financing can indemnify exposure to financial liability at a fraction of the actual cost.
If you want to retire financially comfortably - you should not save solely in a tax deferred program. Bob has the sales presentation that is proven and will work with your clients.
Nationally recognized educator and fiduciary, Dr. Bart Basi, JD, CPA, PhD in Economics addresses Business Succession Planning that can have a significant impact on the transfer or sale of a business. Dr Basi was addressing the bi annual Cactus Convention, sponsored by Brokers Alliance.
In an income-driven society like the one in which we live, debt is a major fear that many of your clients face. However, the protection they really need from falling into debt is actually income insurance, not debt insurance. Watch this quick video to learn how to effectively explain the differences between these two types of policies that will help you to compel your clients to buy today.
In one of the most revealing reports about Wall Street ever produced, Checks and Balances TV (CBTV) provides an in-depth, enlightening look at the Truth About Wall Street—from its history to scandals to regulation to the REAL returns...
