COVID-19 Pandemic Motivates Younger People to Buy Life Insurance

10 Mar

Consumers’ pandemic shopping lists went beyond baking flour and exercise equipment in 2020. They also bought more life insurance. Applications for life insurance policies jumped 4% in 2020 in the U.S., the highest year-over-year annual growth rate since 2001, when MIB Group Inc., a member-owned organization, began tracking activity. More>>

Ten LinkedIn Conversation Starters for Financial Advisors

6 Jan

The following are 10 conversation starters for financial advisors interested in striking up real conversations with prospects. Are there other ways to strike up conversations on LinkedIn? Of course! But hopefully these starters get your creative juices flowing. Your objective is to ask a question to create banter back and forth and save the selling for later. More>>

Advisors Still Matter to Life Insurance Customers

18 Nov

In the face of the dramatic shifts caused by the pandemic, the study reveals that, “for most Americans, a conversation with a financial professional is still central to the life insurance purchase process.” In addition, companies that accelerate their digitally enabled processes (such as e-signatures and video conferencing) are likely to boost customer satisfaction. More>>

15 Reasons Why Clients Leave Their Agents or Advisors

5 Aug

Everyone loses clients. Since it’s a pretty safe bet everyone buys insurance or invests, it’s logical to assume they left to go someplace else. Your best prospects are someone else’s best clients. Unlike the business world, clients don’t put their agents or advisors on probation. They vote with their feet. Why? More>>

3 Ways Blogs Can Help Build Your Client Relationships

29 Jul

Guest contributor: Paul Lipka, manager, marketing communications at Crump Life Insurance Services

Staying top of mind with clients has become critical as we transition to the next normal of productive business activity. In-person client meetings all but disappeared a few months ago, and safety concerns will continue to limit face-to-face interactions for the foreseeable future. More>>

How to Find Leads Online

8 Jul

Over the last 10 years, inbound marketing has proven to be a great way to generate leads and acquire customers and help you hit your quota. Inbound marketing is a holistic, data-driven approach that leverages content on your website to attract buyers researching your products and services online. And then convert them to leads so you can close more deals. More>>

MDRT Study Finds Americans Deem Emotional Intelligence the Most Trustworthy Quality in an Advisor

3 Jun

The COVID-19 pandemic, its associated market volatility and new regulations to combat the fallout have all served as reminders that trust is the foundation of any advisor-client relationship. A recent Harris Poll study conducted on behalf of MDRT among over 2,000 U.S. adults found that 85% of Americans would be more likely to trust recommendations from human financial advisors if they demonstrate emotional intelligence. In a time of historic turmoil, advisors seeking to reassure, reposition or even retain clients must exhibit genuine empathy and compassion. More>>