I would think I am not far off saying that the insurance business in general is in the dinosaur age.  I would bet that most agents in this industry would actually agree and admit that they are there too when it comes to the new age of digital marketing.  We know that more and more [...]

What is your current marketing program?  Do you have a marketing program that will generate leads even when you’re not there?  It’s probably too good to be true to have leads coming in when you’re not physically there doing seminars or workshops…   You can take it from Annuity Think Tank that it “is” possible [...]

Building a better mouse trap is the name of game for advisors looking to reign in new clients.  Investment news has a good piece on the wealthy investors turning to social media to find advice.  Social media hasn’t only changed the way Americans communicate with one another, it’s also influenced how they make finance decisions. [...]

According to a survey of 6,360 people conducted by American United Life Insurance Company, more than 60% of retirement plan participants under age 40 found online retirement calculators the most helpful in retirement planning, compared to 51% of those 41-50, and 41% over the age of 50.  The under 40 group also found mobile apps to [...]

How are you positioning yourself to get in front of more clients?  Are you still relying on the same old sales strategies and latest popular marketing idea?  Although there are some marketing techniques that will continue to be successful, do not become the next “Blockbuster”.   I am sure everyone reading this has rented a [...]

Recently a quick assessment was posted on Life Health Pro by Maribeth Kuzmeski.  According to Kuzmeski, answering these 8 questions will tell you a lot about your marketing strategy for this year. 1) Do you have an up to date website? And does the site have a call to action to engage your prospects? 2) [...]

Read a piece this morning on Marketwatch on a subject that is much more common than even I thought.  There are so many ways that people are banking on to fund their retirement it ceases to be amusing anymore.  The one I hear the most would be to sell their business.  “Oh I’ll just sell [...]

The key to landing a sale or closing a deal, is first to ask questions.  Ask a lot of questions, and be sure to ask questions surrounding a need or problem for which you have a solution.  Many sales people are always searching for the magic bullet when it is most likely in front of [...]

Suddenly a lot more clients will be stressing over the tax-management rigors of the AMT. Without Congress’ annual adjustment to the AMT, this special tax on the wealthy will start applying to nearly 30 million new households, including some with incomes of just $45,000. For perspective, only 4 million households were subject to AMT in [...]

In a recent article by Jill Konrath, she discusses key questions to ask in a sales situation and why.  First start with a question about their current situation, then move onto finding out what their challenges have been recently and what hurdles they’re currently facing, and finally, what have they been doing to combat these [...]