Tax season is one of the best times to talk to prospects about life insurance. Many individuals receive tax refunds, which they often spend on travel, new gadgets, or paying down debt. However, few consider using that extra money to…
When it comes to selling life insurance, the quality of your leads can make or break your success. Sales teams constantly debate whether exclusive leads or aged leads are the better option for closing more deals and growing revenue. The…
A Steady Flow of New Leads = A Thriving Advisory Business In the competitive world of financial advising, client acquisition is everything. Whether you specialize in retirement planning, tax optimization, or estate planning, having a predictable pipeline of qualified prospects…
Timing can make or break a life insurance sale. Reaching out to leads when they are most receptive can drastically improve response rates and conversions. This article will explore data-backed insights on the best times and days to reach out,…
Introduction AI is transforming how insurance agents communicate with leads, making outreach more efficient and personalized. Automation and AI-powered insights are crucial for email and phone sales, allowing agents to nurture leads and close more deals. This article explores the…
Selling life insurance leads can be tough—whether you're closing deals on the phone or in person. The most successful agents aren’t just great at pitching; they’re masters at handling objections. When a potential client pushes back, it's your job to…
📥 [Download the Life Insurance Telesales Script PDF] Introduction Telesales is one of the most powerful ways to sell life insurance. A great script can increase confidence, improve conversion rates, and help agents navigate objections like a pro. In this…
TL;DR: Tax season is the perfect time to sell life insurance because people are reviewing their finances, receiving tax refunds, and setting financial goals—use this opportunity to position life insurance as a smart, tax-savvy investment! 🚀 Tax season isn't just…
With ongoing tariff debates and trade policy shifts, industries across the board are feeling the ripple effects—including insurance. While tariffs primarily target trade and manufacturing, their economic consequences extend to various financial services, including life insurance, final expense insurance, and…
Breaking News: 1:1 Consent Rule Struck Down On Jan. 24, the U.S. Court of Appeals for the Eleventh Circuit overturned the FCC’s one-to-one consent rule, a regulation that would have drastically changed how businesses acquire and use marketing leads. This…
