Category Archives: Sales Ideas

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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A month on the road

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

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LFG’s Optiblend

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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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Non-qualified deferred compensation plans

Tune in to hear from special guest Brian Ellerman from Principal about non-qualified deferred compensation plans. Bringing you a new out of the box idea from the BREW.  

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The Builder Plus

North American’s newest product, The Builder Plus, has officially arrived. We’ve already seen the illustrations and even placed a few cases prior to being able to schedule this special feature on the BREW. This could be a great opportunity for … Continue reading

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Secure Lifetime GUL

    Do you have clients that might like a GUL with an ROP feature? Would a chronic illness rider bring added value to life insurance for your customers? Check out the latest edition of the BREW to learn about … Continue reading

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Use an FIA to solve the retirement healthcare cost problem

We all know healthcare costs keep going up. Additionally in retirement the costs of Medicare part B are inescapable. What can you do to help your clients plan ahead for these costs? Watch and learn about a unique product from … Continue reading

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