Evaluating Opportunity During the New Normal
The companies that emerge stronger from a crisis all share one common strength – their sales and leadership teams are
Educational
Moving Beyond The Hard Sell
“People buy in Spite of the hard sell, not because of it.” This brief piece by Sandler Training discusses what
China Oceanwide Acquisition of Genworth
Deadline for proposed merger extended to September 30th pending agreement of new conditions. Get the most up to date information
Helping Small Business Clients during COVID
From information on the extended Paycheck Protection Program, to tax credits, expanded unemployment benefits, a helpful personal financial checklist …
When Prospecting, Go For The Appointment
Think about the last time a complete stranger called you on the telephone or walked into your place of business
A Prospect Who is Listening is No Prospect At All
Given the current economic climate, some insureds may be seeking ways to supplement their income by using their life insurance
COVID-19 : Everyday Heroes
Many carriers have recently updated business practices and underwriting guidelines in response to the outbreak of coronavirus (COVID-19). Below you
COVID-19 Carrier UW Changes
Many carriers have recently updated business practices and underwriting guidelines in response to the outbreak of coronavirus (COVID-19). Below you
Carrier E-App Cheatsheets
Like everyone, we’ve seen our processes shift over the past month to integrate a more digital workflow. To make the
NY DFS Regulation 187 Reference Guide
The New York State Department of Financial Service (NY DFS) released the final version of best-interest Regulation 187. Regulation 187