Tech Trends: Are You Keeping Up?
Marketo recently launched a series of online interviews, designed to give you insight into the world of marketing and technology. When DJ Waldow, Marketo’s Digital Marketing Evangelist, sat down with Porter Gale, the former VP of Marketing at Virgin America, we got some great insight into how technol...
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Indexed Universal Life Basics
In today’s complex world of insurance, annuity, and investment products, three terms are thrown about without much explanation: Fixed, Variable, and Indexed.
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How to Approach Clients About Retirement Planning
Americans are depending heavily on their retirement plan dollars to make up the bulk of their retirement income assets during their golden years.
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Strategies for 2nd and 3rd Voicemail Attempts
Voicemail strategies from the Virtual Inside Sales Summit. The reality is that as a producer, getting called back is one of the biggest challenges we face.
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Ryan Pinney Talks Social Media Compliance + Virtual Inside Sales Summit Notes
Tips from Ryan Pinney as he talks social media compliance, and his notes from the Virtual Inside Sales Summit. Learn handling objections and getting to Yes.
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"Reaching Customer 2.0" Podcast
Our Pinney Insurance VP of Sales and Marketing, Ryan Pinney, discusses how a digital agency can adapt to the changes Customer 2.0 brought to the market.
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What is Your Personal Brand? It's You!
Recently, I came across an email fromInsuranceNewsNet.com titled “Big Branding for FMOs, BGAs and Carriers”. In it, Paul Feldman discusses company brands, what they are, what they say about a company, how you create a brand, and more. Now, you may be thinking, “what does this have to do with me, an i...
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The 11 Major Benefits of an ESOP
The Employee Stock Ownership Plan (ESOP) is designed to be a retirement strategy predominantly for employees, but it is one that benefits the employer as well. Essentially, the ESOP provides an employee with ownership interest in the company he or she works for. The plan is funded through tax-deducti...
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Effective Habits Series: Sharpen the Saw
You want to be successful. Who doesn’t? But you’re not just going to do guess work. You’re going to find strategies, methods, and behaviors that work. So you started checking out the Effective Habits Series where we’ve broken down each step in Stephen R. Covey’s The 7 Habits of Highly Effective Peopl...
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2014 MDRT Experience Presentation
Recently, I was invited to speak on the main platform at the 2014 MDRT Experience in Kuala Lumpar, Malaysia. I had an amazing time and learned quite a bit. If you're not an MDRT member already, you should deeply consider it. If you missed this year's Experience meeting, MDRT has put together a fantas...
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