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Posts tagged with "client"

How To Change a Customer’s Mind!!!

How To Change a Customer’s Mind!!!

Sep. 22 | How To Change a Customer’s Mind!  Throwing facts a reluctant customer decreases the likelihood they’ll buy. Try this easy method instead. Last week, I explained a process for changing another person’s mind. This column provides...

How to improve your clients’ life underwriting odds

How to improve your clients’ life underwriting odds

Sep. 27 | Well, this is awkward: Your client agreed that he needed additional life insurance. You submitted the application, and then your client learned that he won’t qualify for preferred rates, which was the amount that fit his budget. Instead he’s been...

An undersold market

An undersold market

Oct. 6 | About five years ago, Steven Tennant, CFP, made a decision that would alter the course of his career and his firm. Fresh off work on a series of cases involving widowed female clients that left him feeling invigorated and fulfilled, the veteran advisor...

Do you even deserve a meeting?

Do you even deserve a meeting?

Sep. 15 | The very fastest way to have your email or your voicemail deleted is to leave a cryptic message. For years, some people in the sales training and development world have suggested that you leave very vague voice mail messages, saying as little as...

Insured’s ability to access their own labs via website!

Insured’s ability to access their own labs via website!

Jun. 10 | Financially protecting those who are important to you began when you applied for life insurance. The next step, your health exam, includes laboratory testing. Keeping you informed every step of the way is part of the service experience you can expect...

6 reasons why whole life is causing advisors (and clients) to take notice

6 reasons why whole life is causing advisors (and clients) to take notice

Jun. 1 | Life insurance has been around for thousands of years. It is believed that the Romans originated the product to fund burials of military personnel who were members of a burial club. Over time, the reasons for owning life insurance grew more complex,...

8 ways to build extreme client loyalty

8 ways to build extreme client loyalty

May. 5 |     How do you drive extreme client loyalty? How do you build relationship capital? And, most important of all, how do you do that routinely? “Client acquisition always tends to be the shiny thing. It’s sexy, it’s cool,” observes...

A financial offense still needs a defense

A financial offense still needs a defense

Nov. 7 | Hoping that framing the approach to managing finances in terms of football metaphors might make a “balanced” approach clearer, MetLife has teamed up with football’s Jerry Rice to get the message across. The approach dovetails with the results...

November is Long-term Care (LTC) Awareness Month. Are your clients’ assets protected?

November is Long-term Care (LTC) Awareness Month. Are your clients’ assets protected?

Nov. 5 | Empower your clients plan for a better future. Give them the guidance to protect retirement savings and their independence. Help them shelter their loved ones from taking on the burden of LTC. Lincoln has everything you need to educate your clients and...

8 questions to help you choose the perfect annuity for your client

8 questions to help you choose the perfect annuity for your client

Oct. 31 | Choosing the right annuity for your retirement needs is like choosing the right golf club Imagine walking into your local sporting goods store and telling the salesman, “Give me your best golf club.” He would inevitably look confused and then ask...