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.
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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.
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December 2020 Sales Kit: Policy Review
In our December 2020 sales kit, you'll get all the information you need to plan a policy review strategy for your book of business.
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5 Ways to Support Clients During a Crisis
Compassion can win you business - especially now. Here's how to support clients during a crisis, as if being a good person weren't reason enough.
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4 Easy Ways to Help Clients Give Beneficiaries Policy Info
Beneficiaries don't benefit unless they make a claim - and you can help. Here are 4 ways to help your clients give beneficiaries policy info.
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How to Use Trending Topics to Market to Your Clients
If you know how to use trending topics to market to your clients, you’ll always have something to say and can stay top-of-mind with your audience.
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How to Combine and Compress PDF Files
When you combine and compress PDF files, you’ll make life easier for you and your clients. Here's how to do it, using two awesome free resources.
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Technology and Insurance: What Agents Need to Know...and Do
A lot of talk about technology and insurance uses the word "disruption." But technology is here to make your life as an agent easier. Here's how.
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5 Ways to Help Prevent Policy Lapse & Surrenders
What can you do to prevent policy lapse and surrenders? It starts with educating your client and ensuring they always know their options.
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40 Ways to Grow Your Insurance Business in 2018, Part 4
This is the final installment in our series on 40 ways to grow your insurance business in 2018. This time, we talk about self-improvement.
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