How To Archive | Life Design Analysis

Streamline Your Sales Process With E-Apps!

If you're looking to streamline your business this year, think about incorporating electronic apps into your practice. In this article, we show you how to tr…

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11 Tips To Turn Your Agency Into A Money-Making Machine

I have worked with hundreds of advisors and have consistently been able to increase their FYC substantially by using the strategies listed below. I will not …

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How To Sell More Critical Illness Insurance

You have probably seen all the stats and numbers about how many of your current clients are going to be impacted in the future by a critical illness. However…

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How To Win An Insurance Sale When In Competition

It's not every case but sometimes as an insurance advisor, you will find yourself in competition with another agent. The way you position and present your so…

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How To Motivate Your Client To Buy Now

As the saying goes it's cheaper to buy life insurance 10 years early than one minute too late. However, I'm sure you have all dealt with that client or prosp…

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Make Life Design Analysis An App

As an advisor you probably find yourself on the go quite a bit, if you're looking for a system to access all your client details, create and present insuranc…

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How To Review An Existing Policy

One of the best opportunities for sales and client service comes from existing term life insurance policyholders. In this how-to, we will show you how to eas…

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Comment Réviser Une Police Existante

L'une des meilleures opportunités de vente et de service à la clientèle provient des titulaires de polices d'assurance-vie temporaire existants. Dans ce tuto…

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How to Import And Mine Your Block of Business

For advisors, it's critical to keep selling new policies as the commision structure for life insurance is heavily focused on FYC. One of the best places to l…

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Improve Your Life Insurance Sales Presentation

Don’t let a weak presentation confuse your client and kill a sale. The first step to selling more insurance is a great presentation. That’s why it is importa…