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A Referral Process to Sell More LTCi

Generally speaking, I believe that you’re almost always better off trying to get referrals based on your process rather than your product. LTCi is one product that might be an exception to that rule....

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Having a Synchronized Virtual Game Plan for Your Insurance Agency!

Before you start to read this article on social media look into the mirror and ask yourself these three questions. (1) Am I satisfied with the results our insurance agency website has supplied over the...

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Use Facebook to Generate Hot Insurance Leads

Every day, I hear the same old story from all the insurance agencies I talk to: “The phone doesn’t ring like it used to,” “We barely get any walk-ins,” and “We try to buy leads, but they’re not very...

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Cracking the CPA Code: The Art of The Joint Education Event

As we looked at in last months article, CPA Referral Partnership, Friend or Foe?,  there are many challenges to overcome when it comes to the issue of building true strategic relationships with CPAs....

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Get in Front of More Insurance Prospects

The key to your business is relationships. As in life, people stay in healthy relationships, and they leave relationships when expectations are not met. I’ve achieved the Million Dollar Round Table...

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10 Steps to Writing Successful Ad Copy

Writing an ad? The tips below — and the important warning that follows — will help you to get the very best response. Start by choosing a single benefit of your product or service that you wish to...

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Increase Your Sales by Slowing Down Your Sales Cycle

I just had a conversation with one of our clients who is successfully scheduling appointments based on a lead generation email campaign he created after attending one of our virtual training programs....

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Are You Marketing to the Wrong People?

Marketing in our industry is broken.  It just plain doesn’t work anymore.  Seminars, lead generation cards, radio, concierge marketing have become an exercise in futility.  But why? If you can answer...

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Building a Tax Practice? The Pros & Cons of Competing With CPAs

As an advisor, if you’ve ever found working with CPAs difficult, but at the same time realized that they hold the key to hundreds of potential clients, you may have had the following thought run...

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Four Strategies to Launch & Maintain a Successful Social Media Campaign

Everyone sees the potential influence of social media. With Facebook, Twitter and Linked In boasting more than 500 million users, it is no wonder companies, top salespeople and consultants from all...

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Speaking with Success

Public speaking is perhaps one of the most overlooked tools in your marketing toolkit. Indeed, when most agents think about public speaking, what usually comes to mind is an annuity producer hosting a...

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Which Is Best: Long-Term Care Riders or Long-Term Care Policies?

The necessity for some form of long-term care protection as we get older is not, nor should it be, in dispute. People are living longer, and the statistics for both the likelihood of needing LTC at...

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Four Strategies to Launch & Maintain a Successful Social Media Campaign

Everyone sees the potential influence of social media. With Facebook boasting more than 500 million users, it is no wonder companies, top salespeople and consultants from all around are gathering...

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Why You Must Use Social Networking to Succeed

Did you know that Sarah Palin hasn’t given a media interview in months? It’s true. She doesn’t talk to reporters at all. Outside of her commentary stints on Fox News, she has no direct contact with any...

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