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6 discussionsBest practices for converting term life quotes to applications
I wanted to share some techniques that have really helped improve my conversion rates...
How do you handle complex annuity illustrations for clients?
Looking for advice on explaining indexed annuities to clients who are new to the concept...
Closed my biggest case ever - $2M term policy!
After 6 months of relationship building, finally got the signature! Here's what worked...
Feature request: Mobile app for on-the-go quotes
It would be great to have a mobile app for creating quick quotes during client meetings...
Tips for new agents - what I wish I knew when starting
Been in the business for 5 years now. Here are the top 10 things that helped me succeed...
Question about commission splits with downline agents
Can someone explain how commission splits work when you have multiple levels?...
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