Feb 27, 2023

Every client is different and unique, but generally, clients fall into 4 basic needs categories. In this episode, we'll cover those 4 categories and how to best serve each client in their specific areas of need.

Feb 20, 2023

In this industry there are many different options for agents to choose from when it comes to an IMO. In this episode, we'll break down what to look for when selecting your IMO and what should be your make or break bottom lines.

Feb 13, 2023

One overlooked aspect of the sales process in our industry is staying in front of clients and leads after the initial call. Data collection and utilizing email drip systems can allow for you to stay top of mind with all clients and leads to ensure they think of you when they are ready to discuss annuities. In this...

Feb 6, 2023

We want each and every agent to be able to start the year off strong. In this episode, we'll cover the third of three pillars that you must have a strong understanding, expertise, and execution of this year in order to better help your clients and grow your business.