Employee Retention Strategies

Business owners have 1 huge fear; losing key members of their organization.

Principal financial has some options to prevent good employees from leaving.

Watch the BREW recording below to learn about ways that your clients can protect their business and rest easy at night.

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LIAM resources

Life Insurance Awareness Month is almost over.

Don’t let you clients ignore their need, remind them or the importance of getting coverage with the resources we shared on the BREW.

Having enough insurance looks good all year long, not just when we’re talking about it.

The video we wanted you to see can be found here.

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Life Insurance Concepts

Do your clients want more from their life insurance?

Besides features like cash value growth and chronic illness riders on permanent policies a lot of people are not aware of the options available to them.

Clients might be swayed into getting coverage sooner if they know that features like return of premium exist.

Watch the most recent edition of the BREW to learn about some of the extra offerings you may not have thought of before.

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Upgrade your Term Offerings

North American has officially made their term coverage more robust with extra features.

If you are focused only on cost you are engaged in a race to the bottom.

Sell valuable products to your clients by being well versed in the available options and giving them the robust coverage they really need.


For extra inspiration check out https://www.lifehappens.org


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Income focused annuities

Will a reduction in social security payments in the future be a cost your clients can’t afford?

There is a new Income focused FIA now available from Protective.

Eric Backman guest hosted the weekly BREW to give an overview of the newest product.

Is this a good fit for your clients looking to supplement their retirement income?

Tune in and find out about the latest available product.

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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 as possible.

Eric Christoffersen joined us this week to share his experience with elder law and estate planning.

Being great can also mean knowing when and where to seek help.

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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 provide to your business owner clients.

Our team is happy to help you get started having these difficult conversations and growing your business at the same time.

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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 slowly changed so too have carrier attitudes. Want to know what we can do? Watch the most recent edition of the BREW to find out.

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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 to become the fastest app writer this side of the Mississippi.


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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 from a more thorough look at their portfolios.

You might also like being able to outsource this particular task.

Annuity Tactics offers an outside objective look at your existing book and is powered by ISG.

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