Featured, News, Update

Insurance Is Sold Not Bought

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Featured, News, Sales Concept

Every Day Is Black Friday
For Life Insurance

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Featured, How To

How To Win An Insurance Sale When In Competition

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Featured, Sales Concept, Resource

The Best Life Insurance Quotes, Analogies & Memes

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Featured, Sales Concept, How To

How to work remotely in the life insurance space

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Featured, Sales Concept, How To

How scalable is your life insurance lead funnel

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Featured, Webinar

June 2021 Webinar

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July 2021 Webinar

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August 2021 Webinar

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Featured, Sales Concept

13 Reasons Why People Don't Buy Life Insurance

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September 2021 Webinar

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Featured, Sales Concept, How To

Increase The Value of your life insurance block

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Featured, News, Resource

Inflation's Impact on Life Insurance

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Featured, News, Resource, French

L'IMPACT DE L'INFLATION SUR L'ASSURANCE VIE

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Featured, Sales Concept, How To, Resource, French

L'Assurance Vie Comme Catégorie D'Actifs

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Featured, Sales Concept, How To, Resource

Life Insurance as an asset class

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Featured, Webinar

January 2022 Webinar

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October 2021 Webinar

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How To

How To Motivate Your Client To Buy Now

As the saying goes it's cheaper to buy life insurance 10 years early than one minute too late. However, I'm sure you have all dealt with that client or prosp…

Resource

Psychology Of Choice In The Insurance Buying Process

You would think that with all the choice that consumers have with insurance products today, that would translate into more sales. Unfortunately, consumers do…

Featured, How To

How To Win An Insurance Sale When In Competition

It's not every case but sometimes as an insurance advisor, you will find yourself in competition with another agent. The way you position and present your so…

How To

How To Review An Existing Policy

One of the best opportunities for sales and client service comes from existing term life insurance policyholders. In this how-to, we will show you how to eas…

How To

Make Life Design Analysis An App

As an advisor you probably find yourself on the go quite a bit, if you're looking for a system to access all your client details, create and present insuranc…

How To, French

Comment Réviser Une Police Existante

L'une des meilleures opportunités de vente et de service à la clientèle provient des titulaires de polices d'assurance-vie temporaire existants. Dans ce tuto…

How To

How to Import And Mine Your Block of Business

For advisors, it's critical to keep selling new policies as the commision structure for life insurance is heavily focused on FYC. One of the best places to l…

Webinar

February 2018 Webinar

Limited Pay Study - Exploring The Best Ways To Structure Limited Pay Whole Life

Shareable Needs Analysis

Critical Illness Split Dollar

How To

Improve Your Life Insurance Sales Presentation

Don’t let a weak presentation confuse your client and kill a sale. The first step to selling more insurance is a great presentation. That’s why it is importa…

News, Resource

Life Insurance for Your Favourite Superhero

Superheros are pretty amazing but even they have their vulnerabilities. Find out what type of insurance your favourite superhero would buy!

Webinar

January 2018 Webinar

Why Visuals Work

Illustrate Different Levels Of Whole Life Funding

Create A Client Portfolio In LDA

Cost Of Waiting To Buy Whole Life

Sales Concept

Compliance Made Easy With Our Shareable Needs Analysis

Make compliance easier with a needs analysis you can share with your clients. Have them populate the information which gets saved on their profile automatically.