MERZ NEWS
The latest news, updates and conversations within the industry.
It’s Not How You Feel That Determines How You Act
It’s how you act that determines how you feel. In order to be successful in sales you need to gain self mastery over your feelings. Listen to this short video with a few helpful tips on this subject.
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Buy-Sell Plans and The Changing Landscape
In the realm of business planning, there are several paths that business owners may take to achieve their succession and estate planning goals. It is essential to tailor the right buy-sell plan and fund it, but it can be just as important to follow the formalities of the plan established.
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Ask This One Question – Before You Agree To Deliver A Presentation
Do you instantly agree when a prospect asks you to set up a detailed presentation and deliver it?
Lots of salespeople do…
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Expedited Underwriting Expansion
Effective June 28, 2023, all Asset Care applications with a total amount to underwrite (TATU) of $500k or less will be eligible for expedited underwriting.
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New LTC Better Living Longer Program
Better Living Longer, administered by The Helper Bees, is an Aging-in-Place Platform that connects millions of families with transformative services they may need in or around their homes…
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Webinar : Estate Planning For High Net-Worth Clients
An exclusive webinar with Chris Erblich, Esq, where he will concentrate on sharing estate planning case studies and strategies for high-net-worth clients.
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LTC Refresher Course
We will be conducting the 4-Hour OR and WA LTC Partnership Special Education needed to continue Soliciting LTC Insurance on July 12th, 2023…
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Only Decision Makers Can Get People To Make Decisions
The Sandler Selling System is designed to guide buyers and sellers toward Yes or No outcomes, where No is perfectly acceptable. It eliminates the “think-it-over…”
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