MAR 17, 2016 | BY BRIAN TRACY If you asked your clients to rate their satisfaction with your service, would they give you wonderful reviews? A direct sale to a customer today can cost more than $400 in terms of time, travel, advertising, lead generation, and other expenses. Acquiring a customer at this cost can put a company […]
BY TOM NAWROCKI Now permanent qualified distribution rules allow charitably inclined clients to make sizable, long-term arrangements. Back in 2006, Congress passed legislation enabling clients to make charitable donations directly from their IRAs, but there was an unfortunate twist: the law’s qualified charitable distribution rules would sunset every few years. That allowed many wealthy Americans to make […]
Check out this infographic to share with your clients.
As you may know, the Ohio Department of Insurance has amended the Agent Continuing Education (CE) rule (3901-5-01) to allow agents who completed more than the required number of 24 credit hours to apply those extra credits to the next renewal period. These changes are effective as of February 1, 2016. We are excited that […]
NOV 06, 2015 | BY LYNETTE GIL Check yourself, before you wreck yourself, and practice what you’re going to say before making calls to prospects. It usually plays out in slow motion; at least, it seems that way to you. You’re having a great conversation with a prospect or a client, and you’re thinking, “I think we could […]