Selling Life Insurance to Foreign Nationals: Tax Implications

Foreign nationals and tax implications - it's a complicated situation that requires professional counsel. Here's a primer on what you need to know.
Read More

How to Use Pinterest to Reach Your Niche Market

Pinterest is a great tool for reaching a niche market. Many Pinterest pins and collections also land on page one of the search results - an added bonus!
Read More

Selling Life Insurance to Foreign Nationals: Eligibility

Selling life insurance to foreign nationals often generates larger than average premiums. Here's what you need to be aware of in terms of eligibility.
Read More

3 Ways to Prove Your Value to Your Prospects

We all compete in terms of pricing, products, and customer service. So why should a prospect pick you? Here's how to prove your value to your prospects.
Read More

August 2017 Sales Kit: Back to School

It's back to school time! This August, we’re focused on helping your clients create college funding options with life insurance.
Read More

5 Steps to Create Your Agency's Brand Guidelines

Brand guidelines help you create a unified look, feel, and tone in your marketing efforts. Use our free template to get started now.
Read More

Van Mueller's Monthly Newsletter: July 2017

We always look forward to the Van Mueller newsletter. The July 2017 issue talks about why we shouldn't fear the Department of Labor fiduciary rule.
Read More

How to Request Client Data from Carriers & BGAs

This is the last of our series on consolidating your contact and client data. In this post, we'll look at how to request client data from carriers and BGAs.
Read More

How to Export Contacts from LinkedIn

This post continues our series on gathering your book of business from email, social media, carriers, and more. Here's how to export contacts from LinkedIn.
Read More

9 Ideas for a Client Onboarding Welcome Kit

Do you have a plan for welcoming new clients to your agency? Your client onboarding kit should contain contact info, a referral request, and more.
Read More


FREE Webinar Series: “Grow Your Business with IUL”

Watch these 5 webinars with North American, each with 20 minutes of sales tips and best practices, so you can start selling IUL now!

Sign up for Tools of The Trade and get email newsletters with the best tips and tools in the industry for free!

Sign up for Tools of The Trade

Join over 26,000 of your peers and get the best industry tools & tips in our newsletter, Tools of the Trade.

Get Enrolled Now
Close Window