Prospecting
Client prospecting tips for insurance agents and other financial professionals.
Mid-Career Adults Face 19% Increase in Death Rate
By Allison BellThe major drivers appear to be drug overdoses, alcohol and cardiovascular problems.
December 12, 2024
How to Prospect for Life SettlementsSome of the best candidates may be consumers who laugh off pitches for life insurance.
December 02, 2024
8 Ways to Raise Your Visibility Over the HolidaysWhen everyone else is taking it slow, you have a chance to shine.
November 18, 2024
10 Reasons Friends and Family Members Need InsuranceIf you've been advised to sell to your favorite people, fear not: You're helping them meet real needs.
November 18, 2024
Businesses Can Use Life Settlements, TooFor these clients, knowing when to keep a policy and when to sell it could help the bottom line.
November 08, 2024
Which Asset Classes Are Best for Active Management?NDW Prospecting: Active vs. Passive in 3Q24 and the Long-term
As we typically do each quarter, today we revisit the debate between active and passive…
October 28, 2024
10 Social Prospecting Mistakes to AvoidIt's important to resist trying too hard and sending the wrong message.
September 12, 2024
How to Ask Clients and Friends for IntroductionsThere's an art to getting to know other people's friends.