Life Insurance

Where Am I?

Presented by Gary Peterson In our technological world, we can use our GPS system to find out where we are and how we can get to another place. Now is a good time to turn on your “Sales GPS”, using it to guide you through the remainder of 2016.  You can find a path to increase your production and obtain the goals you set back in January. Or, you can expand upon your goals that have been reached. Following are more areas you can use to fine-tune this Sales GPS:                 Client reviews                 Client anniversaries or birthdays                 Referrals from your centers of influence                 Referrals from your current and past clients                 Partnering with local agents not in your product area You may come up with others, but the bottom line is, turn your Sales GPS on and put it to use today!
Life Insurance

Where did the time go?

Presented by Jim Linn During your commute home, do you ever feel that you did not get as much accomplished this week as you would have liked?  That you definitely put in the “time” but did not achieve what you set out to do in your personal and/or professional life.  There are only 24 hours in a day and unless you know how to create your own time space continuum, that’s the way it’s going to stay.  So how do you accomplish the goals/activities you set out to do and on your commute home feel a sense of accomplishment?  There are many books, online resources and organizations that provide insight to achieving this but, if you don’t have time to do what you need or want to do how are you going to find time to utilize these resources?  Herein lies the problem: “TIME”.  I have an exercise I would like to ask you to try and, no, it will not take up any significant amount of time to accomplish:
  1. Get a copy of a daily planner page or just write out the hours of your typical day (if the time is broken down in 15 or 30 minute intervals, all the better).
  2. Make 5 copies of this page and title each one with the day of the week.
Each day when you start your day, log what you did during the time intervals (drive time, checking emails, administrative, prospecting, marketing, personal time, surfing the web, etc.)  This is just for you, so honesty is the best policy.  If you spend 30 minutes reading the paper, put it on the planner.  Continue this throughout your day for the full 5 days.  When you have completed the 5 days, add up the time you have spent over the last week by category (client presentations, surfing the web, administrative duties, prospecting, etc). Once totaled, this will give you a clear idea where your time is being spent and perhaps allow you to make adjustments as necessary to utilize your time in the most effective manner possible.
Sales & Marketing

Silver, Gold or Platinum – where will you be?

Presented by David Corwin   When it comes to perks, you want a program that gives you that little extra that you deserve and rewards you for your efforts and gives you money to put back into your business.  Financial Brokerage has pulled out all the stops as we’ve just announced the Elite Producer Group (EPG).  Here’s the skinny . . .   SILVER – If you are able to attain a 50,000 Success Share level then you will receive $500 to be used for your business expenses and an all expense paid trip to the EPG meeting.  I will tell you that if you get to this level then you’re 5,000 shares away from the Costa Rica trip so you might as well shoot to get the trip too. GOLD – This level requires 75,000 Success Shares.  You will receive $1,000 from our pockets to yours for business expenses and you also get the trip to the EPG meeting on us.  The one additional reward that you’d receive is that you get an extra day on our Shared Success incentive trip. PLATINUM – This is the highest level with EPG and it requires 100,000 shares.  $1,500 is the amount you would receive to put back into your business.  With this level, you would also receive a free trip to the EPG meeting and two (2) extra days of fun in the sun at our Shared Success incentive trip.  Oh and by the way, you’d also receive a Men’s Tag Heuer or a Women’s Movado Stainless Steel TC Bracelet Watch and you’d be recognized at the award ceremony.
Annuities

My Money Is Going Where?

Presented by Gary Peterson Do your clients have a plan for their IRA when they pass away? Do they know the government will be a beneficiary? Exactly how much money will pass to loved ones? What if they could: – Keep their IRA in their care, custody and control; – Potentially double or triple the value of their legacy; – Take no additional investment risk? Learn more about IRA transfer pitfalls in this introduction from one of our leading life insurance carriers and two solutions you can use to help.