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The Latest Market & Sales Analysis for Insurance Agents

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Our experts provide regular analysis of the trends in the insurance industry. Grow your business and get ahead of the curve by following hot leads and marketing practices. With monthly updates on how the market is moving, the latest resources for independent agents, and proven sales strategies for the field, you’ll find plenty of ways to increase your commission.

February 16th, 2021

Physicians are one of the first occupations that come to mind when I think about Disability Insurance. After obtaining an undergraduate degree, aspiring physicians invest years (usually a minimum of seven) and a large amount of money for medical school and residency.  Once finished, they generally have student loans in the hundreds of thousands of dollars. The need for Disability Insurance for Physicians is obvious, however, there are important key points to understand when building their policy. With multiple options available for the length of the benefit period, riders, and discounts, there are many factors to consider when designing the policy.

February 16th, 2021

February is American Heart Month, a time when we put the spotlight on heart disease which is the #1 killer in the U.S. During February, the American Heart Association and other organizations support the importance of heart health, including more research and efforts to ensure millions of Americans live longer and healthier lives. Heart disease is preventable for a lot of people when they practice a healthy lifestyle, which includes not smoking, maintaining a healthy weight, controlling blood sugar and cholesterol, treating high blood pressure, regular checkups, and at least 30 minutes of moderate-intensity physical activity a day.

February 16th, 2021

Love is in the air! It is February, the month we celebrate Valentine’s Day! Have you ever stopped to consider how often you insure what you love? You insure your car, house, boat, jewelry; all of which is “stuff”. Stuff you cannot take with you. It’s really about who you love and how you keep promises to them. 

Long-Term Care insurance doesn’t have to be a dirty word or negative image. Sure, long-term illness/disability doesn’t represent us in the best of situations but have we not seen how an unexpected disability can cause chaos to families that are unprepared. Most American’s are unprepared. It is our responsibility to inform clients and allow them to decide if it is the right planning for their …

February 16th, 2021

Considering the time of the year, in this week’s edition of “Sean From the Field”, I thought it might be a good idea to share with you some common tax deductions for independent insurance agents. Yes, this is the same article I provided this time last year but is still relevant. After all, we are in the world of 1099’s, maybe some of you could use some ideas for tax deductions. Before I get started, it should be noted I am not a tax professional and cannot advise you on how to file your taxes. I am merely pointing out deductions available to your advantage.

February 16th, 2021

s we approach the tax season, I am constantly reminding agents, clients, friends, and family of time still remaining to contribute to their IRA or Roth IRA. One of the best money moves a person can make is maximizing contributions to their deductible or nondeductible retirement plan. Whether they’ve contributed all year or have yet to start, here are a few insights to ensure there are no missed opportunities in retirement plans.

Agents have an opportunity to better educate clients who are leaving money on the table that could otherwise be growing tax-favored for retirement. That’s good both for agents and consumers.

February 16th, 2020

It’s the start of a New Year. For most people, the holiday season was an expensive, chaotic and stressful time of year. Now, kids are back in school and we have our heads down trying to make an effective start to the new year. This can also be a tough time to generate new client leads. Instead of waiting for ‘new’ clients, focus on existing clients. That’s where policy reviews come in and save the day! Your existing book of business can be a gold mine of opportunity. Spend some time contacting those existing clients to review old policies and how they align with current life events. What are their needs now, today? Reaching out to clients not only can produce new business but helps to build

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