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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.


January 9, 2020 | Leads
By Mark Williams

Change How You Approach Beneficiary Meetings
Do you do regular beneficiary reviews with your clients? What if you asked your clients if they’d like to have the beneficiaries join them in the meeting? I think it can make a real difference in your client meetings. Let’s talk through why.

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man driving in his car

December 26, 2019 | Leads
By Mark Williams

How to Grow Your Business in the Car
If you’re like most Americans, you commute to work every day. What if you could use even a fraction of that time to grow your business? This year, I’m going to try using the time in my car to my advantage. Here are a couple ideas how you can do the same.

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