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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.


October 29, 2019 | Sales
By Kelly McCarty

Timing is Everything: Find the Triggering Life Events
There are certain life events that trigger a desire for life insurance (I’ll explain them below). But what are the triggering events? And how can you know when they happen? Here are some events and ideas to help you nail your timing.

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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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Family with three different generations all together

September 26, 2019 | Sales
By Mark Williams

The 5 Generations You Might Meet With
All of your clients fall under one of these five generations: baby boomer, Gen X, Gen Y, millennial, or Gen Z. Understanding who the generations are, how they differ, and how they act can help you more effectively connect with them and meet their financial goals.  

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