10 Things to Eliminate from Your Group Insurance Vocabulary (and What to Say Instead)

Voluntary insurance is full of jargon, acronyms, and scare tactics, but there are better ways to talk about these products. Taking a positive, proactive, straight-forward and educational approach can make a huge difference in the attitude of potential and current clients. Download this infographic for more on 10 phrases you should remove from your group […]

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Securing the Evolving Payments World

Are you thinking about preventing fraud as much as your members? How do you take advantage of a truly connected world while ensuring your banking members stay secure? At Mastercard, we take a layered approach to safety and security. We focus on securing the account, the cardholder, and the transaction, thereby helping to protect your credit […]

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Rough Notes

Since 1878, Rough Notes magazine has helped independent property and casualty insurance agents to grow and improve their business. Every month, the magazine’s professional, insurance-focused writers showcase relevant topics related to technology, marketing, leadership, specialty lines and more. And each month, we showcase what makes one outstanding agency successful in our “Agency of the Month” […]

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Get 50 Business Owner Leads with the Industry's Most Powerful Business Owner Selling System

As part of the Business Owner Selling System Agents and Advisors receive: –       50 Business Owner Leads- Can be industry-specific ie Physicians, Lawyers, Dentists –       Step-by-step coaching –       Custom digital elements – branded to you –       Custom cover sheet for report – branded to you –       One complete business valuation –       Printed/bound sample valuation report […]

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A Producer's Guide to making a million dollar in production

A Top Producers Step-by-Step Guide to INCREASING YOUR INSURANCE PRODUCTION Download this guide and checklist that can take any practice to the next level, regardless of current production.  What you get in this download: A step-by step producer’s guide A checklist that can be applied at every production level  Something that is field-tested by top […]

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How focusing on affluent clients will increase your sales.

Advisors are making bigger sales with less effort. Affluent clients are the advisor’s best opportunities for success. But to win these affluent clients, you need to have a strong understanding of the clients’ circumstances, goals, and interests. So: Do you have what it takes to serve this lucrative market? Learn More Download our exclusive report […]

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10 Steps to developing a business changing marketing plan

Do you have a plan to hit the ground running in 2017? Our industry’s most successful financial professionals have at least one thing in common; a well-organized, strategic marketing plan for growing their insurance business. If you have yet to create yours, it’s not too late. Download this complimentary guide and get geared up for […]

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