Our Blog

How are your client webinars going?

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, […]

Are you evolving with your clients?

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. […]

Let’s talk Annuity leads

Business can wait — we’re celebrating.

As we approach the Fourth of July, it’s important to take a moment to reflect on the significance of this day in American history. It marks our nation’s independence and serves as a reminder of the values of freedom and community we hold dear.

Groupthink is everything

It’s hard to be a business owner and just stay stagnant. In fact — we believe the very definition of a business owner is someone who is willing and able to move with the marketing in order to serve a larger audience.

Quit getting distracted and focus on what works

If you want to go fast — go alone. If you want to go far — go together.
We get it. Building a business can make you feel like a young lab with too much pent-up energy chasing every rouge squirrel you see up a tree.

Marketing versus Sales

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. […]

Do internet leads really generate business?

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 […]

How to connect with the right people

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 […]

Annuities sales training from an industry icon

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.

How to effectively qualify your prospects

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 […]