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Re: Discovering The Money

Now that 2011 has come to a close, you’re on to finding your next clients for new sales and successes in the New Year. It can be easy to get caught up trying to connect with prospects and work leads who may or may not be interested in your services. Instead of...

Good Things Come In Threes

by Vince Dean Life Sales Consultant In last month’s Case Consulting feature, we discussed a situation in which a client was looking for upside earning potential with no downside market risk for an asset he wanted to leave for loved ones. Given his particular...

“I Gotta Guy” With Lymphoma

Recently, we’ve seen a large number of lymphoma questionnaires from agents needing guidance on quoting these cases. As a result of this unusual volume, we’d like to present the following information to assist you in field underwriting clients with these challenges....

Full Circle With Digital Marketing

by Krista Suozzo Digital Marketing Manager For the past six months, we’ve addressed a variety of digital marketing engagement tools that brands from the largest agencies and corporations to the smallest Mom and Pop shops are using to connect with consumers. Regardless...

Solving An Income Problem Backward

by Chris Conroy JD, MBA, Vice President of Advanced Marketing Are you looking for a new way to explain what annuity income riders can do for your clients? Consider starting with a specific income need and then work backward to solve the problem. THE SALES CONCEPT...