Monthly Archives: October 2012

How’s Business?

Has anybody ever asked you, “How’s business?” How did you reply?  Did you get a sale?  Here’s what to do next time this happens to get a new client on the spot. Did you say, “Things are great!  How about … Continue reading

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Sell more life insurance with this easy 1-page handout

I know an advisor that has sold a boatload of life insurance over the past 5 years without even bringing up life insurance… people just ask him about it. Simply put together a table (See below) with your favorite UL … Continue reading

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Nothing works better than a deadline to get you a bunch of new clients and new money! (Are you using this deadline?)—

What are you doing to capitalize on the Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA)?  You might think that a tax payer in the 15% tax bracket paying 0% is old hat… but many tax payers have forgotten … Continue reading

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