A Life Insurance and Annuities Resource

5 min read

5 Tips to For Insurance Agents to Close More Sales

“ABC. Always be closing.” That line and “Coffee is for closers,” from Glengarry Glen Ross captured the focus, as well as what can be the intensity, salespeople have on closing a deal. We get it. It’s ...

Sep 22, 2022 | 6 min read

Top 3 Soft Skills For Life Insurance Agents

These days, in business, there’s a lot of focus on professional development. Much of the focus, however, is on business courses and the skil...

Aug 29, 2022 | 6 min read

Beyond Direct Mail: Funeral Home Marketing Trends You Need to Know

A lot has changed in the funeral industry. Much like traditional funerals have given way to more personalized celebrations of life, traditio...

Aug 08, 2022 | 7 min read

Helping Clients Plan Alternative Funerals (+ Top Alternative Options)

The funeral industry is changing in many ways. One of the most notable circumstances is the shift toward alternative funeral services. More ...

Aug 01, 2022 | 5 min read

5 Creative Ways to Engage Seniors for Funeral Planning

One of the reasons so many funeral homes and funeral directors rely on direct mail is that it’s guaranteed to reach the intended audience. W...

Jul 11, 2022 | 6 min read

Providing Care After a Funeral: Building Aftercare Programs

We all know grief is a process and a complicated one at that, with every person handling their grief differently. As funeral directors, one ...

Mar 08, 2022 | 5 min read

Funeral Planning: Burial or Cremation?

If, like the majority of Americans, you feel it’s important to communicate your wishes about your own funeral, one of the first questions yo...

Mar 03, 2022 | 3 min read

How Preexisting Conditions Affect Final Expense Insurance Policies

How Preexisting Conditions Affect Final Expense Insurance Policies In 2019, an estimated 27% of adults under 65 years old was living with at...

Feb 11, 2022 | 3 min read

How Final Expense Insurance Can Complement Your Life Insurance

What is final expense insurance? Final expense insurance is a type of whole life insurance with lower death benefit amounts than traditional...

Aug 31, 2021 | 7 min read

30 Phrases to Know Before Buying Life Insurance

1) Insured The insured is the person whose life is covered by a life insurance policy. 2) Policy Owner The policy owner is the person who ha...

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