Life insurance can be a compelling solution for HNW clients looking to maximize the "safe money" portion of their portfolio while still maintaining liquidity…
Topic Focus: Life Insurance Product Hacks
-Enhance ROI for rated clients
-UL product “hack” to maximize CDA Credit
-Manulife term product “hack”
-Optimi…
September Webinar
Topic Focus - Finish the year strong with these revenue-generating strategies
•Term Conversion - Maximize revenue with term conversions
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Topic Focus: Why you should use LDA on every case (big or small)
- Save policy renewal schedule for future reviews and policy mining
- Attach documents a…
I was travelling for work in Phoenix meeting with advisors to determine if LDA had a market fit in the USA (it does). After my demo, I asked the advisor what…
Topic Focus Asymmetrical Dominance - What is it how can it help you position life insurance
Case Studies Using "The Decoy Effect"
- Simplified non-med vs …
Top 10 Sales Movies if you're Feeling that Summer Slump
Feeling that summer sales slump, get motivated by watching these all-time great sales movies and check out our tips at the end to break out of your slump.
