The key to any successful business is Marketing (PERIOD). Yet, is marketing a simple easy to understand term? Marketing can mean many different things to many different people. For simplification I will define Marketing as such. “Any and all efforts that promote your business, brand, or product to the marketplace with the ultimate goal of generating leads and/or prospects.” Once …
Happy Monday to my Insurance Professionals, friends and Business Owners. The message today is brief yet I believe vitally important. “Understanding the Dollars and Sense (NO, I don’t mean cents) of your Agency.” An Insurance Agency is a business and a business has two distinct purposes: Generate A Profit Growth I find in having this discussion with the multitude of …
Happy Friday and in Recognition of September Life Insurance Awareness Month, I thought it would be a good time to revisit a previous post I did “Life Insurance Needs Analysis” You can access it here: https://agencyelevated.com/how-to-do-a-simple-life-needs-analysis-check-out-the-video/ The Key Concept of this Simple Life Needs Analysis is this: D. I. …
Today as America recognizes that September is Life Insurance Awareness month. I wanted to highlight an article I recently read about the cost of raising a child. “New parents be warned: It could cost nearly a quarter of a million dollars to raise your child–and that’s not even including the cost of college. To raise a child born in 2013 …
In recognition for September being Life Insurance Awareness Month, I wanted to share a successful script we have utilized to schedule Family Protection Plan appointments (Life Insurance Appointments. It can be utilized for those Agencies that have a Life Insurance Specialist in their office and/or for those Agencies where the Agency Owner is the Life Insurance Specialist. IF YOU LIKE …
Do you at times feel overwhelmed with all there is to know about Insurance, all the products, all the coverages, all the riders, endorsements, exclusions etc.? Imagine how your clients feel! Why then do so many of us make it so complicated? Insurance is truly the ability to envoke a story that instills emotions to your clients to act. If …
A very high percentage of my readers that are reading this message right now are “Insurance Agents” so I hope I got your attention. The marketplace has changed and I am here to tell you that it no longer wants or demands an Insurance Agent-that man/woman that sells Insurance. That should scare you….BUT don’t quit just yet! There is a …
Tonight I come to all of you with some exciting news, I have found the BEST Life Insurance Policy Available in the Market and I am 100% sure that each of your Carriers offers this product in their portfolio. It is called the IFAD policy. Have you sold this policy before or even heard about it? Most people in our Industry discuss …
It has been said, “the only constant in life is change.” And today I felt that as the Company I represent went through another major restructure at the Executive Level, the third of this kind in the past 12 years. As always, my daily experiences are always related back to my Business and then shared with you for your insight …
This past week has been a challenge for me and my family in many ways. We lost our Pastor of our church tragically and far to early for anyone of us. To me an amazing man, father, and husband and inspiration in my life and the life of my family. This event has been heavy on my heart today and …
