The Connection Between Tech and Underwriting Life Insurance
Have you ever waited in line at Starbucks, ordered a bagel and a coffee, received your beverage, and then felt you must return to the counter to inform the barista your bagel was never cooked. This happened to me today. The barista said, “I am sorry for the inconvenience, but the label for your […]
Why We Need Mindfulness Techniques Before a Sales Meeting
People who work in sales only succeed when they have quality interactions with clients. If you can’t close a deal, then you won’t get a fee, which means that you can’t pay the mortgage or put food on the table. This isn’t a place that annuity sellers want to be. However, in the face of competition, […]
Be Mindful of Sleep and Exercise Habits Because They Affect Your Sales Performance
Annuity sellers are like everybody else. We have to use our common sense when it comes to eating better, sleeping right, and exercising. Any change in our lifestyle (good or bad) can affect our work. When we suspect that something might be wrong with our bodies, we tend to consult a medical provider. At the […]
Why Couples Retiring Together are More Likely to Buy Annuities
Whether you’re an independent agent or a company that sells annuities, it can sometimes be challenging to find clients who are open to the concept. Like all wealth management techniques, annuities aren’t the right choice for everyone. Some people already have plenty of assured income or a nest egg so large that it could essentially […]
Reaching Annuity Clients Without Jargon
Annuity Seller Tips! Are you reaching for annuity clients with the industry jargon? The concept of an annuity is based on very human values like planning for retirement and passive income you can rely on, but all too often when it comes to financial matters, people have a terrible time seeing through the jargon and details. Insurance […]
How Mindfulness Benefits Agents and Registered Reps
I never thought I would write a post quoting what Aetna is doing, but life can surprise me! Yes, I know that Aetna is a big insurance company, but it’s also an employer of 50,000 people. I was reading on the Harvard Business Review blog that Aetna introduced mindfulness training to employees and over 25 percent of […]
How Good Habits Benefit Annuity Sellers
During a slow month, I’ve sat at my desk and wondered: “How can I meet my monthly bills?” I’ve looked over my appointment book many times, gone through recent contacts and made follow-up calls and emails, and scheduled more networking lunches. Especially in the summers and in the holiday seasons, I have felt frustrated with […]