Category Tips

Give and Take

This post may come off a lot like a book report. So let me remind you of our mission. Making the life of an agent better by sharing resources is what this blog is about. One of the traits of agents is their desire to help others. We all know how it feels when that […]

Favorite Christmas Present?

The sweatshirt you see in this post might very well be my favorite Christmas present from this year. I don’t want to insult any of the thoughtful gift givers I was blessed by, but this one has special meaning for me. With all the emphasis on environmentalism these days, I’m surprised no one has expressed […]

People Prefer Real People

Everyone is talking about making your marketing content more “personal”, or letting your audience know who you really are. In the financial services industry there is a very prevalent tendency toward over-“professionalism”. Trying to look like your armor has no chinks in it never works. Give people the credit for being able to handle that […]

Having Trouble Educating Clients on LTC Planning?

It has always been a little more challenging to successfully close a case in the LTCi market compared to other products. The frustration of working in a constantly changing environment is something we hear about from our advisers. Closing more sales requires having a “key”. We find education is the key to winning the LTC sale […]

“Inside Out ” Marketing is Costing you Money

What is “Inside Out” marketing, and why is it keeping me broke? Ok, so maybe you’re not broke, but this very common business mistake is costing the majority of agents and advisers much more than they know. It is a force of habit mindset that we are all subject to without even being aware of it. You […]

Time is not Real Estate

While writing my last post I was struck by how constant the pressure is from the shortness of time. What we used to offer in a webinar for an hour, now needs to be compressed into a half hour because everyone is pressed for time. Maybe it’s from the end of the year transition, but […]