An Industry In Change!!

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I sit here this morning and reflect on the Insurance Industry and the massive change it is undergoing! Rising costs, labor shortages, profitability concerns, catastrophic claims, regulatory actions and inactions and compensation changes are just a few of the items occurring in the marketplace today. Hearing news of massive layoffs and downsizing or carriers just leaving the markets all together! …

Why Life Insurance?

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22+ years working in Multi-Line Insurance, Auto, Home, Commercial, Work Comp, Life and Financial Services and I still get asked this question: WHY LIFE?  For many people they will spend thousands of dollars throughout their lifetime on Auto and Home Insurance with the HOPE and the PRAYER that they will never have an accident, a fire, or a claim of …

Slow Down…To Move Fast!

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Are you running your Insurance Agency at a pace that is unsustainable? Your Agency/Business for those of you that are Insurance Agents but also applies to anyone reading this message that does not currently own an Insurance Agency or Business is and will always be built on systems and routines. A good analogy to utilize today in grasping this concept …

Life Awareness Month….Needs Analysis Revisited

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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.          …

Life Insurance Awareness Month….Appointment Setting Script CONTACT FOR DOWNLOADED VERSION

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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 …

The Marketplace Does Not Want An Insurance Agent

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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 …

The Best Life Insurance Policy….PERIOD!!

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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 …

Lemonade…Hippo…General…What Are These, And Should You Be Worried?

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I spent the entire day today decluttering my house and freeing up space for CLARITY.  Too many things does not always lead to happiness, in fact many times all of that STUFF  can lead to overwhelm and complexity.  Yet, that is not my message for you today. As I listened to Pandora radio today while working on cleaning and organizing, …

Life Insurance Power Phrases (Focus For Life Insurance Agents)

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Today, my focused messaged is to give you some insights and power phrases you can utilize in your Insurance Agency to pivot and start conversations around Life Insurance. You can be remembered by your family as that wonderful man who left them financially secure or you can leave them nothing.  I guarantee that if you do either, they will never …

Blockbuster, Circuit City, Toys R Us, Borders Book Store…..ARE YOU NEXT?

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I hope that the title of this Daily Message caught your attention.  FOUR MAJOR BUSINESS….THAT ARE GONE!   Our Industry is not exempt from the ever-changing dynamics of a Global Technology driven marketplace and the ease of information and resources made available by technological advances occurring every minute of every single day.  Google only recently suspended (not cancelled) their endeavours into the …