Category Archives: Advisors

Upgrade your Term Offerings

Give your clients a value focused product with new extra features at North American. Continue reading

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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

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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

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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

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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

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Leadership

What does it take to be a leader? COL David Teeples (USA RET) joins the BREW for a discussion on the elements of leadership. Whether you’re trying to find the talent in your team or embrace your own capabilities this … Continue reading

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Power of 3

  Do your clients like to save time? Would you appreciate seeing an application get completed within 2 weeks of submission? Does an accumulation-focused life insurance policy have potential benefits for your practice? Would automated income in retirement years from … Continue reading

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Diffusing the tax bomb

Do you have clients with qualified annuities that they expect to pass on rather than spend? Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you  want … Continue reading

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Express Underwriting at Protective

We may lose an hour every spring, but here is a way to get some of that lost time back. Express Underwriting at Protective will save time for you and your clients. For healthy clients you can skip the paramed … Continue reading

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Business Valuation Tools

Jason Jafferis of Prudential special guest hosted the BREW to show us the simple business valuation tool available for free to our producers. If you have business clients starting with an accurate assessment of value can help guide your planning … Continue reading

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