Category Archives: Bersonal Posts

Federal officials plan to start calling insurers’ ‘business associates’ in September BY ALLISON BELL Federal health data cops are setting up a compliance lottery you might prefer to skip. Earlier this month, the health data cops — officials at the Office for … Continue reading →

As a marketing company, we are always looking for ways for our reps to work smarter and more effectively. Often that means partnering up with some of our carrier partners. When it comes to Premium Financing, Lincoln Life is our … Continue reading →

LinkedIn is a great resource for learning and discussing new ideas. Like many of my colleagues, I have been trying my best to penetrate the “Woman’s Market” as the statistics concerning this group show that they are underserved and need … Continue reading →

That is right. Four words. Experts say that just four words can change your practice and help you gain the trust and confidence of your clients. Those four words… “What do you think?” By asking one question – “what do … Continue reading →

Guest Article by Alana Kohl Love him or hate him, Donald Trump does know how to do one thing very well: live in people’s minds rent-free. Politics aside, the ability to get people talking about you and remembering your messages … Continue reading →

Please enjoy this guest article by the incomparable Bill Harris. A legend in our industry, a top speaker and trainer. He gives some sound advice on how to use the phone in today’s world. Bill Harris Speaker, Consultant, Author, Founder, … Continue reading →

The “Long-Term Care Insurance: An Industry in Transition” piece takes an objective look at the factors that have created challenges for the LTC industry. It also provides an overview of what has been learned and how these insights have influenced the design of the new … Continue reading →

When planning for the future, a big concern many clients have is helping their children pay for college. The cost of attending college, including tuition and fees, as well as room and board, has increased at a rate that exceeds … Continue reading →

Those of you who have been to our training sessions know that we base our fundamental sales concepts on asking questions. Thomas Freese and his book “Question Based Selling” is the core of our program. We focus on using questions … Continue reading →

How Financial Advisors Can Create An Effective Online Presence & Marketing Campaign by Jen Seeger – Posted May 7, 2016 on LinkedIn The #1 question I get asked by Financial Advisors is…Jenn, where do I start? I hear this question … Continue reading →