There is work to be done.  And you’re the one to do it.

September Is Life Insurance Awareness Month

This September, we will be participating in Life Insurance Awareness Month, a national awareness campaign that the nonprofit Life Happens created and has coordinated for the past 15 years. It brings national attention to our industry and the importance of life insurance, making it the perfect time to reach out to clients and prospects about their life insurance needs.

(more…)

Read More  

Grow your 403(b) Business with TRAK

What a better time of the year than back to school to meet with educators on their retirement plans?  The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. (TRAK 2017)

(more…)

Read More  

Let’s Get Engaged: Reminders on Social Community Engagement

One of the best ways you can improve your social media performance is by making a habit of establishing new connections in your community to grow your audience. Following, liking, and making complimentary comments on non-financial services industry-related content is essential to growing a relevant audience, especially when you focus on engaging with your local community. Try to log onto social daily and challenge yourself; for instance, set a goal to add / follow 5-10 local pages weekly. From there, start to engage with them. Consistency is key. We wanted to remind you to build this habit, but also of some important things to keep in mind when you’re engaging with others—be sure to also review our social media field policy to brush-up on remaining compliant!  

(more…)

Read More