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.
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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!
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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FREE Webinar Series: “Grow Your Business with IUL”

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