Why Is Selling Life Insurance a Good Career Opportunity?

By Dan Pierson on May 27, 2020 8:30:00 AM

Considering your career options? If you’ve been thinking about a career in selling life insurance, then your timing is just right. 

Topics: Business Building Insuretech & Technology

[Q&A] Trust the Process: Life with LegacyShield

By Krystal Lockwood on Apr 29, 2020 8:30:00 AM

Maintaining and growing your client base is always on your mind as a life insurance advisor – and it’s on our minds at LegacyShield too. That’s why a component of our insurance connectivity platform is designed to help you build stronger client relationships and dramatically increase your referrals while cutting out fruitless prospecting tactics.

Topics: Business Building Advisor Insights

Insurance & Financial Advisors - Prepare for the Great Wealth Transfer

By Michael Babikian on Apr 22, 2020 8:30:00 AM

Since the inception of the computer, it has opened doors, transformed current industries, and created new ones at breakneck speed. With each new development, such as the internet, the cellphone, and the smartphone, the pace at which our society evolves has increased exponentially. The future is now, but it is also tomorrow. However, there is an interesting divide that we can actively observe between generations. 

Topics: Best Practices Business Building

Clients Need Reassurance During Challenging Times

By Dan Pierson on Apr 8, 2020 8:30:00 AM

Choosing life insurance is a decision people often put off for years – even if they know the importance of getting a policy. It’s during challenging and uncertain times like we’re experiencing now that people are spurred to purchase or reevaluate their life insurance policies.

Topics: Best Practices Business Building Advisor Insights

Stay Connected with Clients

By Chris Haley on Mar 25, 2020 8:30:00 AM

Providing superior service has been and always will be the key to building your client base in the life insurance industry.

Topics: Best Practices Business Building Advisor Insights

Break the Rule of 66

By Michael Babikian on Mar 11, 2020 8:30:00 AM

As most financial advisors are aware, the “Rule of 66” refers to the percentage of the next generation who fire their parents’ advisors. “Fire” might be a bit harsh ― it’s rarely as a result of any ill will ― so let’s say they choose not to engage their services.

Topics: Best Practices Business Building

Advisors - Find More Life Insurance Prospects Through Technology

By Dan Pierson on Feb 26, 2020 3:39:35 PM

Finding and converting prospects – we all know it’s critical to success in the life insurance industry. But prospecting is often the most difficult and time-intensive part of the sales process. With more than 40 percent of Americans not having any form of life insurance, the market is out there. And today’s marketing and sales tools make it possible to instantly connect with qualified life insurance prospects.

Topics: Best Practices Business Building Insuretech & Technology

Three Tips For Working With Millennial Clients

By Krystal Lockwood on Feb 19, 2020 12:03:50 AM

In our current world, generational lines have been drawn in the sand like never before. The buying habits, values, wants, and needs of Millennials have only just begun completely reshaping many mainstay industries from the ground up as businesses evolve to meet the demands of a brand new demographic. Millennials were the first generation to have technology fully integrated into their lives from inception, and this access to immediate information on a variety of topics has transformed the landscape of consumerism as we know it.

Topics: Best Practices Business Building

Go Beyond the Traditional Advisor-Client Relationship

By Krystal Lockwood on Feb 4, 2020 11:14:36 PM

Regardless of your line of work, client base, or professional experience, connection is always key when building successful relationships. As a financial advisor or any other financially integral professional, your relationship with your clients is often part of a much larger and more vertically integrated story. Throughout the process, you become privy to the most personal parts of your clients' lives and livelihoods. You end up discussing not just their financial goals but their hopes, dreams, and legacies. These topics deserve a reverence all their own, and connecting with your clients through a combination of honest communication and trust-building is paramount to the success of the professional relationship. Below, we’ve gathered our top tips for how to build meaningful relationships based on trust and transparency to bring your business to the next level. 

Topics: Best Practices Business Building

Four Reasons the Time for Succession Planning is Now

By Michael Babikian on Aug 22, 2019 2:55:25 PM

 

Topics: Business Building