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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How to Export Contacts from Facebook
In our second post on gathering your book of business, we'll show you how to export contacts from Facebook. Let's get organized!
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July 2017 Sales Kit: Financial Independence
This July, we’re focused on helping your clients create financial independence. From permanent life insurance to annuities, here's how you can help them.
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Van Mueller's Monthly Newsletter: June 2017
We always look forward to the Van Mueller newsletter. The June 2017 issue talks about helping clients position themselves for the coming economic crash.
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So You Want to Be a Life Insurance Direct Marketer
We hear from a lot of agents who ask how to become a life insurance direct marketer. Many of these agents aren’t ready to make this leap - here's why.
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5 Ways to Use Your Email List
Once you've built your email list, how do you use it? We'll show you how to use it for marketing, prospecting, and personal branding.
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How to Export Contacts from Outlook or Gmail
Are your clients & contacts scattered across email, social media, and application data? Let's fix that. Here's how to export contacts from Outlook or Gmail.
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Increase Placed Cases. Earn up to 14% More Commission!
Are you leaving money on the table? Increase commissions by asking for cash with every app in the form of a TIA, or temporary insurance agreement.
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How to Email Video to Your Clients
Video files are huge, plus email providers rarely allow them to play natively - but there is a solution. Here's how to email video to your client.
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June 2017 Sales Kit: Business Planning
This June, we’re focused on business planning. From key person to buy-sell, our kit will help you start the conversation.
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