Category Archives: Bersonal Posts

In my prior article – Challengers Are Made Not Born” I  introduced the idea of the Challenger Sale. Since that time I have seen numerous articles on this concept.  Amanda Wilson has written a great article on rolling out this idea. … Continue reading →

I have had the pleasure in my career of working with some of the best reps in the industry. Most of them are very disciplined in how they approach their days. Yesterday I was chatting with one of the best … Continue reading →

How do great agents avoid failure and maximize every sales and marketing opportunity? The answer is not rocket science- lightning fast contact of incoming sales leads consistent, persistent follow up In other words…call fast and don’t give up too soon. … Continue reading →

Dean Smith remembered for his influence on others away from court By Pat Forde February 8, 2015 12:42 PM Yahoo Sports David Chadwick played basketball for Dean Smith at North Carolina from 1967-71. That was a long time ago, and … Continue reading →

No Income Tax on Social Security Benefits by Bob Ritter Posted on February 5, 2015     Yes, there is a way to avoid income tax on Social Security retirement benefits, and I can help you illustrate it.  Some of … Continue reading →

How about a way of getting referrals that most planners do not think about? It is so simple that it is often overlooked. What is that you ask? Why not spend a little time with everyone on your staff that helps … Continue reading →

QDR is a web-based, one of its kind, term life insurance lead generator and consumer quoting tool. It’s fun. It’s fast. It simplifies insurance-speak or ignores it altogether. It’s broker-powered. Our Agency can invite an already appointed Banner broker to setup a … Continue reading →

A Guest Article Posted by Garrett Hollander You think gatekeepers live in a vacuum? All of the techniques you’ve used to bypass the gatekeeper in the past… they rarely work anymore. I recently called on a CEO I met through … Continue reading →

The WordPress.com stats helper monkeys prepared a 2014 annual report for this blog. Here’s an excerpt: A New York City subway train holds 1,200 people. This blog was viewed about 7,000 times in 2014. If it were a NYC subway … Continue reading →

Policy Analysis and Review (PAR) is a fundamental process of our training. Without question reps in the insurance industry should be reviewing their clients policies on a regular basis. This also includes reviewing the policies that you did not sell them. … Continue reading →