Women and Money: COVID’s Effect on Jobs, Retirement & More
The pandemic accelerated a trend with women and money that was already happening – and we need to take action to help reverse it.
Read More
March 2021 Sales Kit: Retirement & Estate Planning
Our March 2021 sales kit is all about retirement & estate planning. Includes marketing guides for you, client info, and a financial worksheet for both.
Read More
How to Ask for Your Ideal Client
When you ask for your ideal client, you're making things easy on everyone - on your prospects and on yourself. Here's what to say and where to say it.
Read More
February 2021 Carrier Updates
Get your February 2021 carrier updates from Pinney Insurance, your digital brokerage agency - we're here to keep you informed and help you sell.
Read More
Van Mueller's Monthly Newsletter: February 2021
In this issue, Van Mueller continues his series of 40 questions that will help you make more sales and better serve your clients.
Read More
The 4 Questions You Should Ask Your Clients Now
The 4 questions you should ask your clients now will help you start conversations about life insurance, disability, critical illness insurance, and more.
Read More
February 2021 Sales Kit: Give More Than Love
Our February 2021 sales kit is all about basic death benefit protection - and for clients who already have that, looking ahead to estate planning.
Read More
Why You Need a Strong Second-in-Command
Having a strong second-in-command shouldn't be threatening - it should be freeing. Here's what to consider when selecting yours.
Read More
Van Mueller's Monthly Newsletter: January 2021
In this issue, Van Mueller explains how you can “find the money” to build successful strategies for your customers.
Read More
Your 2021 Social Media Calendar
Our 2021 social media calendar will help you start the year off right! Our conversation starters help you post more frequently and generate more leads.
Read More
