Benefits Sales Strategies

Rather than search for a new or radical prospecting strategy, consider these tried and true ideas for filling your sales pipeline.

How many brokers are conducting a mid-year stewardship meeting where the purpose is to renew the relationship with the client?

With the stratospheric rise in advisor interest in self-funding as a base financing design for bringing other state-of-the-art tools to employers, it is critical for advisors to understand the components and players.

Employers and brokers have a great opportunity to offer financial wellness tools and solutions to help boomers as they retire.

Brokers can see commissions on short-term health insurance policies hit 20 percent or more.

On this episode of ShiftShapers, our guest and I discuss the new and diverse tools that advisors within the insurance industry are using to market their businesses. The fastest growing method happens to be video, and Bart Camarata is an expert on the topic.