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2022: Your Insurance Prospecting Plan

2022: Your Insurance Prospecting Plan

The New Year is here. Is your action plan ready? Don’t wait around for success to fall into your lap. Take steps now to increase the odds of having your highest insurance sales ever. Step #1: Reflect on What Worked and What Didn’t We can all be creatures of habit, so...

The Night Before Christmas – DI Style

The Night Before Christmas – DI Style

Twas the night before Christmas, at a new prospect’s house My client wasn’t interested, not even his spouse; The applications were placed by the chimney with care, In hopes that their signatures, soon would be there.   Their children were nestled all snug in...

Why You May Want a Blog on Your Insurance Website

Why You May Want a Blog on Your Insurance Website

A website has become a must-have for financial and insurance professionals. We’ve covered three website options that you can use to upgrade your digital presence. Now we want to tackle a common question: should your website include a blog? Here’s why you should...

Why Law Firms Need DI

Why Law Firms Need DI

Like doctors, dentists, engineers and other highly-paid professionals, attorneys desperately need individual disability insurance. While their work is admittedly cerebral and sedentary, it requires advanced cognitive thinking, consulting and reasoning – capabilities...

Taking Your DI Practice Digital: 3 Website Options

Taking Your DI Practice Digital: 3 Website Options

Independent agents and financial planners: How would you rate your website? If you don’t have a website or your site was built more than 10 years ago, here’s a wakeup call: You’re about to get left behind. The pandemic has accelerated the public’s use of digital...

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