9 Common Mistakes We See Professionals Making

9 Common Mistakes We See in Insurance Planning for Business Professionals

All clients have unique circumstances and needs. This creates confusion during the insurance planning process. Through the many conversations we have had, we have identified 9 common mistakes that business professionals make with the implementation of insurance strategies.   1. Failure to review buy/sell agreements when insurance planning A business owner has done all the planning and completed a…

P&C Ideas to Increase Life Insurance Sales

7 Ways P&C Agencies Can Sell More Life Insurance

ASK QUESTIONS In this competitive insurance market, agents are seeking ways to differentiate themselves. Take a look at these ideas to help provide value to your clients and increase your sales.   #1. ASK! Ask to review their current policies! #2. Who are your top commercial clients? If the owner or a key person died, how would that effect your…

Long-Term Care - More Important Now Than Ever

The State of Long-Term Care

Seniors 65 and older comprise the fastest growing age group in our society. We’re living longer—and that often means living with chronic illnesses that require expensive nursing care. Having a long-term care plan is more important now than ever. During our seminars we like to pose the question, “what is your strategy for not growing old?”…