MDRT Agency Principal Series: Podcast Episode 3
This is the third in the MDRT Agency Principal Series, recorded at NAILBA 34 for agency principals and advisors. In this series, industry leaders share their perspectives on the state of the industry, with tips and takeaways to help you thrive in the changing landscape.
Panelists:
Moderator:...
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April 2016 Carrier Updates
Last Updated: April 8
Accordia
NEW! Get the latest update on policy conversion. We continue to make progress on the conversion cleanup and service levels. Please remember that due to the improvements in the Contact Center, we will be discontinuing our Saturday hours of operation beginning Apri...
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April Sales Kit: Tax Strategies
Get the Kit
Our FREE 27-page tax strategies sales kit includes:
12-page guide to uncovering life & LTC needs through a 1040 tax form
6-page 1040 overlay guide and worksheet
2-page easy reference tax guide for 2016
2-page tax planning & life insurance policy review c...
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What We're Reading: How to Win Friends and Influence People by Dale Carnegie
The skills and techniques discussed in How to Win Friends and Influence People are as valuable as they were in 1936, but now you'll see the same ideas bundled into marketing-ready phrases like “how to build your personal brand.”
In other words, Dale Carnegie wrote the book on how to become an in...
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Content Marketing for Life Insurance Agents
So you’ve written an amazing blog post that provides an engaging, detailed answer to a question your prospects always ask. You’ve used facts, statistics, images, maybe even a graph or two. But now what? Do you just click “publish” and hope the world discovers it?
No.
Creating content is only ...
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March 2016 Carrier Updates
Last Updated: March 29
Accordia
Protecting Your Clients Through the Phases of Home Ownership. Use this flyer to start a conversation about using life insurance to protect a mortgage.
Need help with any of Accordia's products?
Call us at 1-800-823-4852 or click here to email our Brokerage S...
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March Sales Kit: Retirement Planning
Get the Kit
Our FREE 40-page sales kit includes:
12-Page Producer Guide to using life insurance in retirement planning
10-Page Marketing Guide and checklist, including client profile
12 Pages of Consumer Material including brochure, flyer, and planning worksheet
4 Pages of Case Studies
...
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What We're Reading: The 3 Gaps by Hyrum W. Smith
Our focus topic this March is retirement planning, and The 3 Gaps by Hyrum W. Smith seemed like a natural fit. It’s about three key ways we as advisors need to get our lives together before we can help others. Why is this important? Smith uses the familiar analogy of the airline safety drill, where...
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Influencer Marketing for Life Insurance Agents
One of the biggest trends in social media right now is influencer marketing. If you’re looking for a way to get more bang for your social media buck, influencer marketing is a good way to go. For life insurance agents, there are two types of influencers to target to give your book of business a boo...
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MDRT Agency Principal Series: Podcast Episode 2
This is the second in the MDRT Agency Principal Series, recorded at NAILBA 34 for agency principals and advisors. In this series, industry leaders share their perspectives on the state of the industry, with tips and takeaways to help you thrive in the changing landscape.
Panelists:
Moderator...
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