Monthly Archives: July 2018

The Quick Ticket

The fastest way to take a paper app is also a way to reap some of the benefits of e-apps. Watch this edition of the BREW where we go over the basics of the quick ticket process and learn how … Continue reading

Video | Posted on by | Tagged , , , | Leave a comment

Annuity Tactics

Do you need help reviewing your old cases? Do you know how much your clients will pay in fees on their existing variable annuities? Did you buy a book of business without really knowing the details? Your clients might benefit … Continue reading

Video | Posted on by | Leave a comment

A month on the road

Brendon shares insights from a month of travel and his takeaways from various carrier and MDRT conferences. Continue reading

Video | Posted on by | Tagged , , , | Leave a comment

7 Minute Apps!

You can grow your practice in very little time if you know how to do it. Let our team guide you to a quick and easy way to make your practice more profitable while getting your clients covered. Refocus the … Continue reading

Video | Posted on by | Leave a comment