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Agency Builder Insights


When you’ve been in the industry since 1983, you learn a few things about marketing, sales, and building businesses. That’s why we created Agency Builder Insights: your one-stop source for the latest on issues from keeping compliant and generating leads to building a more efficient business.


June 18, 2020 | Sales
By Mark Williams

How to Close Business Virtually
How have your virtual calls been going? I bet that it’s likely made your job harder. To help kickstart and improve your virtual selling process, here are some tips.

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Two people listening to a financial professional

December 17, 2019 | Sales
By Ryan Witte

Rethink How You Position Annuities
What if instead of leading with the A-word, you did a little more set up of their overall retirement situation? Setting up the problem before the solution can change the positioning of annuities from a negative to a positive. Here are some tips:

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Senior-age couple out in nature and smiling

October 17, 2019 | Sales
By Mark Williams

Today’s Retirement vs. 25 Years Ago
Today, your clients’ finances and retirement accounts are more digital and complicated than ever before. Understanding the current retirement landscape and what your clients are/will be going through can help you serve them and prepare them for the road ahead. Here are six ways today’s retirement picture differs from 25 years ago.

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