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Life Insurance Companies Are Offering Policyholders More Time To Pay Their Bills — But What Happens If They Die In The Meantime?

Insights I shared with Business Insider on the way COVID is changing your policy, plus questions to ask your provider.

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COVID-19 is a Good Teacher, if You’re Willing to Learn

Five months ago, if you would have told me that we’d be looking at a fall with no college football, virtual education, and an entirely remote workforce, I’d have thought you were crazy. But that’s our new, strange reality.

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How Outside Sales Reps Can Transition to Remote Selling On The B2B Growth Show

Being a guest of Logan and James on the B2B Growth Show podcast was a blast! I really enjoyed chatting about the future of insurance, the value of marketing for our industry, the current impact of COVID-19 and so much more. Listen to the full episode.

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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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9 Reasons Hiring Managers Will Remember You

“The more knowledge a candidate has and can demonstrate where they will fit in and how they will add value to the company, the better the impression they will leave on a hiring manager.”

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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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