by CreativeOne | Feb 14, 2012 | Insurance
by Jon Elder, Life Sales Relationship Manager Your clients have chosen to partner with you to help them prepare for what’s to come in life – both the expected and the unexpected. From births and graduations to weddings and funerals, life’s most...
by CreativeOne | Feb 14, 2012 | Insurance
Part 1: Identifying current status and timing the exit strategy Thinking about the future is a natural component of our jobs as agents and advisors. From economic changes to life changes, it’s important that we help clients identify both events they can predict...
by CreativeOne | Feb 14, 2012 | Insurance
In the insurance and financial services business, there’s no shortage of ideas, tools and resources for helping increase sales. Entrepreneur Richard Branson may have said it best: "Business opportunities are like buses, there’s always another one...
by CreativeOne | Feb 14, 2012 | Insurance
by Tammy Melvold, Annuity Sales Consultant Conducting business with clients from all walks of life can present with it a never-ending list of challenges. From defeating negative perceptions about a carrier or product to crafting intricate solutions to a wide range of...
by CreativeOne | Feb 14, 2012 | Insurance
by Jeffery Rowe, JD, Advanced Marketing, Director of Compliance for Creative Marketing When It Comes to Financial Ratings, Make Sure to Look Under the Hood I’ve always been a car enthusiast. So, when browsing through news articles the other day, one particular...
