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Author Archives: Nick K.
A conversation on elder law
ISG is here to make life insurance simple in as many ways as we can. One of those ways is by introducing you to experts in our field and related fields who can help your practice to be as successful … Continue reading
BOLD presentations
Do you find starting the conversation with clients difficult? Is it even more challenging when those clients are business owners? This episode of the BREW features a tool to help start the conversation on the value and services you can … Continue reading
Carrier attitudes towards Marijuana usage
We would all love every client to be in perfect health with no questionable habits. Unfortunately we can’t always get what we want. We can, however, get life insurance for some clients even with admitted usage. As social views have … Continue reading
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
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
Qualified Plans 3: Retirement Planning for Women
Women face unique challenges in the workplace which can translate to unique challenges in retirement planning. Paul Stang joins us for a third installment of the BREW covering some of the differences that matter when helping women plan for retirement. … Continue reading
Qualified Plans 2: Plan Design
When helping clients with their retirements plans there are multiple steps to consider. In this edition of the BREW, Paul Stang shares his insight regarding plan design. Want to learn more? We’re happy to make an introduction.
Qualified Plans part one: Choice of Plan
Part one of three: Choice of Plans Special Guest: Paul Stang
Grow your business 15 minutes at a time
Did you know you could be adding 15 minutes to the end of your current client appointments and grow your business? You might notice that the math adds up to significantly more than our estimate. We want to be conservative … Continue reading