Writing Apps and Dangerous Situations

Today I covered some recent questions that are being asked by agents out there engaging seniors – awesome! Also I cover an uncomfortable topic that, if you don't know, could ruin your day with a lawsuit. Important info. Lastly, I…

     


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Just Don’t Do It – Avoiding Angry Clients

Back in September, 2015, Chris shared his epiphany of late that selling the “cheapest” possible plan is not always in the client's long term best interest. Today, we're shown another example. When you sell plans that are very small, and even…

     


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How come I can’t have those rates?

The quote engine we see is a reflection of today's published rates by the carrier. This has absolutely NOTHING to do with the rate the long time customer is paying right now. What you are seeing on the quote engine…

     


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