THE BLOG

My Prayer for the Life Insurance Industry client service risk management tax management Dec 10, 2024

I pray that agents help clients first and donโ€™t ever put themselves first. Making money must be a by-product of helping people, not the other way around.

I pray that life insurance agents see thei...

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How to Make Your Service a Real Differentiator client service professional advisor value added service Sep 25, 2024

Is your client service just average or awesome?

Many advisors promote great service as a differentiator, but is it? First, remember that value added only comes from doing the unexpected. So, if wh...

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