good covid-19

Many Ways to Say GOOD

Over the weekend I was trying to come up with a sales-idea to send out to all my agents. My son happened to show me a clip, which I have included below, from a former Navy Seal (Jocko Willink, author of the bestselling book, Extreme Ownership). In this video, Jocko talks about how to say…

Life Insurance in the Post Pandemic World

Life Insurance in the Post Pandemic World

for agent use only | life insurance post pandemic by Mitch Long I hope everyone is doing well and I am excited that in North Carolina we appear to be moving in the direction of opening up the state. However, I think this experience may cause some permanent changes in how customers purchase life insurance…

Uncertainty Creates Opportunity

Uncertainty Creates Opportunity

We have a crisis on our hands. An uncertainty if you will. The Coronavirus (COVID-19) has made a mess of things. But that doesn’t mean opportunities don’t exist. An insurance advisor asked me yesterday if I was busy. I think he was surprised to hear that I am. The current situation in our country actually…

Behind Every Client Is a Story | KazSource Insurance

Behind Every Client Is a Story

I recently met with a husband and wife about their long-term care policies. I wasn’t there to make a sale, just to assist them in reviewing a recent rate increase. The insurance agent who referred the couple provided me with the husband’s date of birth—at first I thought it must be a typo, but no, the…

All About Long Term Care Insurance | KazSource Insurance

All About Long Term Care Insurance

Long Term Care Insurance is a major topic among many. It’s a confusing market for sure. The good news for consumers is there is a wide range of options when it comes to long term care coverage. Laid out below is an outline of some of the available solutions–and we’ve included several attachments that we hope…

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…