Category Archives: Practice Management

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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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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Estate Planning Mistakes to Avoid

Eric Christoffersen guest hosted the Weekly BREW and shared his experiences with “Real Life Estate Planning Mistakes and How to Avoid Them.” Don’t let your clients fall victim to a lack of planning. If their wishes are not clearly laid … Continue reading

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Lessons Learned through Mergers and Acquisitions

Special Guest Matthew Cuplin joins the BREW for an intimate discussion. Get the benefit of experience by tuning in the the recording or this insightful discussion.  

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Aid And Attendance

Are you familiar with the “Aid and Attendance” benefit for veterans? Do you know about how to determine eligibility? Would an additional LTC benefit for your client ease the burden on their family or allow them to take beneficial financial … Continue reading

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The future at North American

Watch our video to get a preview of the new features coming to North American. John Lulay joined the BREW to give us a sneak peek of the  latest features to grow business.     Giving you advanced looks is … Continue reading

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K.A.R.E.

Are you generating 80 percent of your business from 20 percent of your clients? Special guest Matthew Pletzer joins the Weekly Brew with KARE. Learn methods to focus on and cultivate more like the top 20 percent to see your … Continue reading

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Getting Contracted with ISG

Watch this tutorial video for instructions on getting contracted using ISG’s single sign on process.

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