by Sarai Snyder | May 9, 2024 | Public
Recent Posts People are not always ready to talk to you when you call. For example… maybe they are having a bad day or they are busy with their family. The key is to be consistent on engaging them in important conversations. We recommend touching your client...
by Sarai Snyder | May 7, 2024 | Public
Recent Posts The training that is being put out continues to improve year over year. The technologies that have been created bring the content to life and make learning more effective than ever before. Let us not forget that learning and performance is now part of a...
by Sarai Snyder | May 2, 2024 | Public
Recent Posts We are all busier than ever! However, we must not let being busy detract us from staying consistent on our priorities. Make meeting with each client every year to discuss Life Insurance one of your top priorities. It is easier than we think. Break your...
by Sarai Snyder | Apr 30, 2024 | Public
Recent Posts The household review and the rate conversation are both important. They must be dealt with thoughtfully. A rigorous annual review program, with every client/every year, insures trust and confidence. When rate conversations are needed, clients are not as...
by Sarai Snyder | Apr 29, 2024 | Public
Recent Posts Opportunity has never knocked harder on your business door! Every time a client reaches out for assistance or advice on their current insurance, there is an opportunity to exceed their expectations and earn the right to add more products and services. Do...
