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“How Much Do I Need?” Discussing Retirement Savings With Millennials, Gen Xers and Baby Boomers

These two factors will help you prospect, sell and nurture relationships effectively over the span of your career. They’re also the key to discussing retirement savings with millennials, Gen Xers and baby boomers.

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Why Becoming a Fiduciary Is a Smart Move for Life Insurance Agents

If you only sell life insurance, it could be worthwhile to consider obtaining a securities license and becoming a fiduciary.

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5 Trends to Watch in the Insurance Industry

Here are five of the biggest trends I’ve seen lately in the insurance industry and how they’re impacting insurance companies, financial professionals and consumers.

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Consider These Conversations To Set Up Your Clients for Future Success

Financial professionals should be prepared to have conversations that may have seemed off the table a few months ago. Here are a few topics you should consider bringing up today to help set your clients up for a successful future.

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5 Ways Financial Professionals Are Using the Shutdown to Their Advantage

Across the country, work and life as we knew it ground to a halt and we entered a radically different landscape. In the insurance and financial services industries, financial professionals have been faced with the need to adapt their approach to work to stay afloat.

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How Can You Forecast in a Crisis?

At the beginning of the year (or your fiscal year) you set a budget, based on a certain run rate of sales to expenses. Whatever you run, you will guesstimate your sales and the expenses required to make those sales.

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Coronavirus Could Upend the Insurance Industry by Bringing In More Millennials

Success in the digital age has always hinged on the ability to adapt.  Now is the time for agents of all generations to consider how they can use social media and other new technology to prospect for new customers and nurture existing relationships.

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How To Re-Enter the Business World Post-COVID-19

The coronavirus pandemic has forced many businesses to close their doors or operate at extremely reduced capacities. Those that have stayed open have done so by moving their workforce to a remote setting. That’s what happened to us at Brokers International. And here’s how we’re responding.

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Brokers and Business Owners: Do These 3 Things Right Now To Survive the Coronavirus Crisis

For business owners facing the challenge of the coronavirus pandemic, there is a way to move forward successfully. Lean on technology, manage relationships and reduce what overhead you can. We will come out of this — together.

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Focus on Collaboration: The Value of Relationships and Authenticity in Insurance Marketing. My Industry Chat With Renee Hamlen

Being authentic is probably the most important thing you can do in this business. I believe the ball starts to roll when your customers, friends, relationships, and community truly believe that you care and that you understand them. Once you get the flywheel of referrals going, that’s when the business becomes a lot of fun. It’s important take the time and effort to connect and prove yourself as authentic and caring.

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