SEO BLOG POST: What You Need to Know About IUL Insurance Policy Loans
Ranks #2 on Google for "IUL insurance policy loans." Received 1,696 views.
GHOSTWRITTEN NONFICTION BUSINESS BOOK
This entire book is explaining a complex topic, but see Chapter 2 for specific example of how to teach in a book.
GHOSTWRITTEN NONFICTION BUSINESS BOOK
SAMPLE BOOK CHAPTER: Ghostwritten nonfiction business book with end-of-chapter assessment included
SAMPLE BOOK CHAPTER: Ghostwritten nonfiction business book using case studies to help sell readers
GHOSTWRITTEN SEO BLOG POST: 5 Tips for Attracting Top Senior Level Talent to Your Insurance Agency
Ranking #3 for "attracting top talent to your insurance agency" Recruiting top talent to your insurance agency can not only warrant a higher multiple at sale but also increase current growth potential and cultivate a more stable investment. But it requires you to have a plan to create your magnetic offer for senior level talent. First, it’s important to remember that attracting top talent at a senior level isn’t the same as hiring other employees. The two groups may view a position with your agency differently. An employee may be happy to have a job with li
SEO BLOG POST: Why Millennials Might Be Your Next Target Market for IUL Insurance
Ranking after featured snippet for "target markets for IUL" I recently read an article on CNBC that said millennials would need to save a whopping 40% of their income over the next 30 years to be able to live off half their salary in retirement. Reading that, you might be thinking the same thing I was -- Yeah right! Is anyone actually doing that? And more importantly, how would a financial professional go about encouraging someone, in this case a millennial, to put that much away for retirement? The more I thought about it, I wondered how someone woul
SEO BLOG POST: [Financial Professionals] Want to Get More Appointments from LinkedIn? Read This.
Ranking #1 for "how financial professionals can get more appointments from LinkedIn" Have you been on LinkedIn sharing, commenting, posting content, and yet... still don't see what all the hype is about? If gaining a client or even a solid lead off LinkedIn has eluded you, then you may want to change how you approach prospecting on this platform. Because it’s not that LinkedIn isn’t full of possibility. Per the business networking site’s January 2019 Workforce Report, over 190 million workers in the U.S. have LinkedIn profiles. And who are your ideal clients…
SEO BLOG POST: Succession Planning for Insurance Agency Owners: Protect Your Most Valuable Asset
Ranking #1 for "succession planning for insurance agency owners" Are you crazy-busy running the day-to-day operations of your insurance agency? Maybe a little afraid of how this boat would stay afloat if you weren't there paddling like your life depended on it? Always rushing to meet a deadline or make a deal. Rarely taking the time to consider what would happen to the agency if you were to ever leave the business... If that sounds familiar, you probably know that things we put off 'til later have a way of creeping into our minds and keeping us tossing an
SEO BLOG POST: How to Overcome Skepticism and Earn Trust with Prospects and Clients
Featured snippet for "overcoming skepticism with clients" In a world of skeptics — how do you earn the trust of your prospects and clients? Well, you’ll have to read this blog post to find out. In it, I'm sharing some big ideas I took from the book, "The Language of Trust: Selling Ideas in a World of Skeptics" by Michael Malansky, et al. These ideas are ones you can start using in your financial practice IMMEDIATELY to help create better relationships with your clients and prospects by building trust and credibility. I highly recommend you also read
SEO BLOG POST: Switching from Commission-Only to a Hybrid-Advisor Model: Is it right for you?
Ranking #1 for "is commission only or hybrid better" Which is “better,” commission-only or a hybrid (fee and commission) model, is the wrong question to ask. Even though the DOL rule did not take effect, the regulatory environment is constantly evolving and it can cause us to think along these lines. However, one model isn’t necessarily better than the other, but it’s a decision many financial professionals are faced with — should I make the switch to a hybrid model? In our experience working with thousands of financial professionals over the yea
SEO BLOG POST: Volatility Control Indices: Are they as good as they look?
Ranked number #1 for "Volatility control index." Received over 1,055 views. [This is a writing sample. The content of this blog post is intended for financial professional use only. Not for use with the general public.]
SEO BLOG POST: Here's How IUL Insurance Could Benefit Clients of Almost Any Age
Ranking #2 on Google for "what age is IUL insurance best for." Received 1,008 views (21 form submissions). One of the most popular questions I get is “What is the best age for a client to purchase an Indexed Universal Life Insurance policy?” I always respond the same way... “It can be advantageous at any age, depending on the situation.” Let's go through the main scenarios where I see Indexed Universal Life insurance policies being used. Please keep in mind that the primary reason to purchase a life insurance product is the death benefit. Using tax free income to fund college is a popular con
SEO BLOG POST: Not Sure When to Use a Term Conversion Strategy? Here's What You Need to Know
Ranking after the featured snippet for "term conversion strategy" “I had another agent refer a client to me and suggested I look at a term conversion strategy for her. But I don’t know when you’d use a strategy like that…” The comment was made during a conversation we recently had with one of our contracted agents. So, in this post, we're going to tackle the topic -- who's a good prospect and what's possible with a convertible term policy... But first, let’s talk about why someone would purchase a term life insurance policy in the first place. If you sell ins
SEO BLOG POST: What You Need to Know About IUL Insurance Policy Loans
Ranking # 2 for "IUL insurance policy loans" If an indexed universal life (IUL) insurance policy is structured properly, loans could be one of the most important features of an IUL for the right person and right circumstances. And it could be especially important right now as clients may be looking for extra sources of income -- wondering what they own and how they can access it. One source they may not have considered is an IUL. The distributions from an IUL can be a tax-friendly way to access money when a client needs it. However, ther
SEO BLOG POST: 3 Strategies to Help Close IUL Sales with High-Income Clients (That Successful Financial Professionals Use)
Ranking #2 for "closing IUL sales" Most financial professionals would love the opportunity to work with high-net-worth clients, but as you may have experienced... it can be a challenge to get in front of these individuals and also a feat to actually make it to the end of the sales process. Selling life insurance can be particularly tricky because of the many aspects outside of your control. For this reason, having specific strategies for closing IUL sales with high-income clients can be important to the success of your practice.
SEO BLOG POST: Why More Women Should Become Financial Advisors
Ranking #2 for "why women should become financial advisors" [This is a writing sample. The content of this blog post is intended for financial professional use only. Not for use with the general public.] My daughter will soon be graduating high school and is in that stage of life where she’s puzzling over which career path to take. Being in the financial services industry, I asked if she’d considered becoming a financial advisor. Her response?
EBOOK: Get A-Level Clients
[This is a writing sample. The content of this eBook is intended for financial professional use only. Not for use with the general public.]
EBOOK: 4 Ways Elite Agencies Drive Business
This is a writing sample. The content of this eBook is intended for financial professional use only. Not for use with the general public.
EBOOK: A 5-Step Formula for Building Valuable Client Relationships
This is a writing sample. The content of the ebook is intended for financial professional use only. Not for use with the general public.
Load More Articles
