When you know which questions to ask, and learn detail of what your clients would like to accomplish, you start to get a clear picture of what matters most.

The executive bonus is a great sales concept for the small business market and can generate significant commissionable sales to the producer.

When gauging the relevance of a new product or new enhancement, one can look at whether or not some of the largest, oldest insurance carriers are making these new products available in their product portfolio.

Clients and prospects need your assistance with finding solutions that will address all of their needs.

A properly designed Indexed Universal Life (IUL) can help you win more cases by providing customers with options they can use while living.

Show your clients how to utilize a 1035 exchange into a Term/UL hybrid product to lower current premiums or purchase a paid up policy.

If one of your clients dies without having funds earmarked for final expenses their surviving family and friends can be put in a very difficult position that causes them to make lifestyle sacrifices to provide for a proper burial.

There is a way to accomplish long-term growth and minimize the exposure to the increased volatility of the markets.

We have spent many hours working with clients to help them better understand the product’s crediting and accumulation strategies. 

Learning the common pitfalls and how to avoid them will not only help your clients get the coverage they need, but will also help you become a better producer.