23 Financial Resolutions for 2023
New year, new financial resolutions. This year, it’s time to take control of your finances and set yourself up for success. From assessing your insurance coverage, to paying off credit […]
Business, Estate Planning, Life Insurance, Sales, Tax
New year, new financial resolutions. This year, it’s time to take control of your finances and set yourself up for success. From assessing your insurance coverage, to paying off credit […]
Market Recap WEEK OF JAN. 2 THROUGH JAN. 6, 2023 The S&P 500 index rose 1.45% last week as investors’ worries about rate increases eased amid data showing US job and hourly […]
Business, Marketing, News, Sales, Technology
Developing a brand identity requires more than creating a logo. Although a logo can be the symbol of a business, it is not the entirety of a brand. In fact, creating a […]
Business, Marketing, News, Sales, Technology
Between ebooks, case studies, data sheets, proposals, and contracts, you probably send email attachments on a daily — if not hourly — basis. And that means you might be using […]
Business, Marketing, News, Technology
Market Recap WEEK OF NOV. 14 THROUGH NOV. 18, 2022 The S&P 500 index shed 0.7% last week, led by the consumer discretionary sector as a number of retailers released weaker-than-expected quarterly results and […]
Business, Marketing, Sales, Technology
The COVID-19 pandemic has increased employee awareness of their need for protection; in turn, it has grown their interest in various types of coverages offered at the workplace. While employer […]
Business, Carriers, Life Insurance, Products, Sales
BIG NEWS AIG Life & Retirement is now Corebridge Financial While the name is changing, the focus remains the same—to proudly partner with agents to help people plan, save for […]
There comes a time when every business needs to decide on its primary sales strategy, which usually means considering inside sales vs. outside sales, or settling on a blend between […]
Business, Carriers, Life Insurance, News, Products, Sales
Effective August 1, we will no longer accept the traditional paper life insurance application (LIA). Last month, we reached out to you with important news affecting those advisors using the traditional […]
Business, Carriers, Life Insurance, Marketing, News, Products, Sales
What is “Real-Time Offer”? To improve turnaround times for life insurance ticket submissions, Real-Time Offer will immediately communicate an approval decision to eligible clients, the writing agent and case contact […]