Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Life Insurance
How to Find Life Settlements Prospects With 2 Easy Questions
By Robin S. Weinberger and Peter N. KatzYou can start by identifying older insureds with convertible term policies.
April 12, 2021
How to Build Out Your Natural MarketOne metric: How many people are in your phone contact list?
April 06, 2021
5 Top States for High-Income Earners Without Health CoverageThe big new HealthCare.gov marketing campaign could turn up households that also need life insurance.
March 29, 2021
The Agent and the Virtual Cocktail PartyEven if the gathering is on Zoom, you should still wear a clean shirt.
March 23, 2021
Consumers Want Liquidity: SurveyMany consumers without advisors want help with creating an emergency savings fund.
March 11, 2021
5 Tips From the TopDouglas Eze went from waiting tables to being an agent with his own foundation. Here's how.
February 03, 2021
Your Handy 12-Month List for 'Why I'm Not Prospecting'One way out of the fog may be to see the calendar in a new light.