reason

Articles tagged with reason


Outdated Insurance

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Dear (Customer Name): It's frightening how quickly things change. Take your insurance policy. You may have signed it yesterday, but it could already be outdated. New legislation...

Overcoming Objections: Module Iv-A

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OVERCOMING OBJECTIONS: MODULE IV-A Life insurance must be sold-it is seldom simply purchased because it's needed or mandatory, like Auto insurance often is. And any time you sell, you'...

Producer Success Lesson 30

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RandySchwantz
PRODUCER SUCCESS LESSON 30:

Nothing happens until somebody sells something. To make sales happen, IMMS.com Key Sales Consultant Randy Schwantz has created a comprehensive series of 43 Producer Success Lessons. Used singly or in combination, these powerful tools can help your producers build their skills - and grow their sales.

Prospecting Idea For Solid Gold Clients

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PROSPECTING IDEA FOR SOLID GOLD CLIENTS by Mary Beth Bolen For many traditional CSRs, prospecting is one of the most dreaded tasks -- but it is one of the most important to the agency's...

Replacing An Old Policy With A New One — Part 2

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REPLACING AN OLD POLICY WITH A NEW ONE PART 2 by Richard Weber The Board of Directors of the American Society of CLU & ChFC has just approved a new educational product, the Rep...

Retirement Planning

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RETIREMENT PLANNING CONGRATULATIONS! Dear (Customer Name): You have recently retired after many years of hard work at ( ). Now you're making plans for a new beginning. You've been a valued...

Sample Prohibited Activities (Standards Of Conduct)

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PROHIBITED ACTIVITIES (STANDARDS OF CONDUCT) [Company Name] wishes to create a work environment which promotes job satisfaction, respect, responsibility, and value for all of our employees, clients, ...

Sample Wellness Pay Policy

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SAMPLE WELLNESS PAY POLICY This company does not believe it is good business practice to pay its employees for being sick. Very often sick days are abused or are the result of poor health habits. Ins...

Six Guidelines To A Successful Web Site

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To serve your clients more effectively, grow your business, and match your competitors, you need the most effective website. Whether you’re planning a new site, reviewing an existing one, or developing an Internet-based marketing strategy, I’d recommend these guidelines:

Supervisors And Managers Speak Out!

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SUPERVISORS AND MANAGERS SPEAK OUT! by Grace Bauer 'I may have the title of Commercial Lines manager, but I don't have the responsibility!' I've heard this lament more than once ...

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