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How To Train ‘Greenies’ To Be Insurance Sales Stars

September 27, 2018

CHICAGO – Anyone can sell insurance, Patrick Bet-David says. He is out to prove it by creating a 500,000-strong sales…

It’s All A Matter Of Trust

September 27, 2018

CHICAGO – Markets run on trust and there’s a bit of a trust deficit in financial services. That was the…

5 Steps To Beat Rejection

September 27, 2018

CHICAGO — Dan Seidman will never forget the sales target he once called 46 times without a response. On his…

The ‘2 Cs’ Are Keys To Establishing Trust With Clients

September 26, 2018

CHICAGO – We all know trust is an important foundation in all relationships. Stephen M.R. Covey considers it perhaps the…

The Psychology Of Selling: Finding Motivation And Deflecting Rejection

September 26, 2018

CHICAGO – Dan Seidman has a degree in psychology, and it factors into many of the sales principles he’s spent…

NAIFA

Facing The Harsh Truths

September 16, 2018

SAN ANTONIO — All insurance and financial professionals have the same challenges. But most of those challenges are self-inflicted, Ryan…

Marketing In The Age Of Multi-Generational Clients

September 16, 2018

SAN ANTONIO — After 30 years as CEO of Gateway Insurance and Financial Services, Shane Westhoelter has learned a thing…

NAIFA Focused On Best Interest Debate

September 16, 2018

SAN ANTONIO — Now that the Department of Labor fiduciary rule is dead, NAIFA’s advocacy efforts are turning toward making…

Women Take Center Stage At The NAIFA Annual

September 15, 2018

SAN ANTONIO — Leigh Anne Tuohy told her story Friday to a packed house here at the NAIFA Annual Conference….

Advisors Branching Out More And More Each Year

September 15, 2018

Advisors are marrying technology and their professional expertise to become more like life coaches to their clients. That was a…

Leadership Could Be The Future Of Financial Services

September 15, 2018

SAN ANTONIO — The numbers don’t lie. The financial services industry continues to lose registered firms each year. In 2017,…

Can I Pick Your Brain? NAIFA Tool Allows Professionals To Think, Share Virtually

September 14, 2018

New this year to the annual NAIFA conference is a virtual tool called Braindate. Created by e180 Labs, the idea…

NAIFA Annual Opens With A Celebration Of Change

September 14, 2018

SAN ANTONIO — The National Association of Insurance and Financial Advisors kicked off its 2018 annual meeting here with a…

Get Rid Of The Clutter

September 14, 2018

SAN ANTONIO — Our mind is like a smartphone – if we don’t update it regularly, it will become stuck….

The Doctor Will See You Now

June 25, 2018

KANSAS CITY, Mo. – Benefits specialists who don’t present creative ideas to save their clients money will end up losing…

Health Care Challengers Require Innovation And Leadership From Brokers

June 25, 2018

KANSAS CITY, Mo — National Association of Health Underwriters’ members confronted some uncomfortable realities during their annual conference this weekend….

Brokers Hold The Key To Cutting Employers’ Health Care Costs

June 25, 2018

KANSAS CITY, Mo. – Health insurance and benefits brokers can’t do much to cut the cost of health insurance. But…

NAHU

Cross-Selling Your Way To Success

June 24, 2018

KANSAS CITY, Mo. – Sometimes brokers work so hard to obtain a new client that they don’t continue to solve…

Misinformation On Health Assessments Common, Speaker Says

June 23, 2018

KANSAS CITY, Mo. — The National Association of Health Underwriters’ 2018 Annual Convention got started this morning with Al Lewis,…

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