Who doesn’t love a good referral, right? In the Life Insurance business, referrals are crucial marketing and business growth channels. You might say being referable isn’t in your hands.
But the good news is that you can take complete control over most of the factors that make you sought-after. Here’s how.
The Life Insurance and Financial Advice industry is one where integrity, among other virtues; forms the base of solid service. If the core of our working model is to put the client’s interests above our own, us advisors could raise the bar together. Clients and advisers, here are the core questions that form the foundation of a great client-adviser relationship
Large family businesses need Life Insurance for more reasons than one. These business owners have to provide safety nets not just for their families, but also for their businesses.
A large segment of the clients that I service are established entrepreneurs and family business owners. The need for Life Insurance for them is greater than most other people. Should the worst happen, these business owners need to provide a safety net for their families, their businesses and their legacies. Here are two cases that show you the difference a Life Insurance policy can make.
When I ran an ultramarathon across the Sahara desert, I came to a few deep realizations about myself and about the way I do business. Here are the unexpected but invaluable business lessons I took back from that adventure.
When I pulled out of my own life insurance brokerage six years ago, a lot of people thought I was making a huge mistake. But for me, the decision came from a big, big realization. I realized that running an ambitious, rapidly-growing brokerage was totally draining me of the time and energy to focus on the things that I was…
