As an insurance agent, your instinct to take care of your clients is natural — it’s why you’re in this business. You want to provide them with the answers, handle the details, and make things easy. Because that’s what great service is all about, right? But are you really helping your clients by doing all […]
In our business, there’s an opportunity to not just protect people financially but to empower them with understanding and confidence in their own decisions. Many financial advisors take a “let me handle it for you” approach, which can seem appealing at first glance but often leaves clients in the dark, dependent on advice they may […]
When it comes to personal finance and retirement advice, Suze Orman has been a household name for years. From her appearances on Oprah to her books and media presence, she has inspired millions with advice on building financial security. Suze is a strong advocate for living below your means, building emergency savings, and paying down […]
Some of us would rather do just about anything else than get in front of a group. But here’s the thing: giving a good presentation is one of the best ways to connect with a lot of people at once, and in the insurance industry, that’s key. When it comes to interacting with your prospects, […]
Not just the growth of your book of business but personal and professional growth. As you move forward in your career, it’s easy to fall into familiar patterns and rely on methods that worked in the past. But here’s the thing: the world is evolving, and so are the people you’re trying to connect with. […]
We know this is a bold statement that could have us gawked at in some circles — but hear us out. Marketing and sales are the same thing. The only thing that’s different is how they’re executed. Sales is executed through intimate conversations between one or a few people at a time — it’s relationship-based. […]
Getting leads is step one to landing a client. The other step is knowing what to do with the leads once you get them—something we spend a lot of time helping our agents with. Take a look at your current process and ask yourself… Where are all of my current lead sources? What are the […]
Working in an over-commoditized industry means that everyone is spending their time and energy making the exact same promises as you are, with the same products and the same benefits. How can you get noticed and win clients if everyone looks like another cookie-cutter version of you? Strategic differentiation through the power of storytelling. If […]
Tom Hegna, economist, author, speaker, industry expert, and the annuity and life insurance industry’s leading advocate for guaranteed income-floor planning, joins Anthony Owen for the Annuity Agents Podcast.
Do you know that it takes roughly 50 questions to properly uncover whether your prospect is suitable for an annuity or not? We only ask because most of the agents we work with didn’t know this at first–maybe even us when we first started. In a discovery visit, your ability to ask intentional questions (and […]