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Ben Younger

Wealth transferProspecting

Insurance & Financial Advisors – Prepare for the Great Wealth Transfer

Since the inception of the computer, it has opened doors, transformed current industries, and created…
Ben Younger
Ben YoungerApril 22, 2020
MoneyUnclaimed Property

Insurance and Financial Advisors – Protect Your Clients From Unclaimed Property

Americans are losing out on billions of dollars of personal property – and most of…
Ben Younger
Ben YoungerApril 15, 2020
Holding handsInsuretech & Technology

Clients Need Reassurance During Challenging Times

Choosing life insurance is a decision people often put off for years – even if…
Ben Younger
Ben YoungerApril 8, 2020
Home officeBest Practices

Tips for Insurance Advisors Working From Home

We’re all experiencing dramatic shifts in our lives due to the novel coronavirus pandemic. One…
Ben Younger
Ben YoungerApril 1, 2020
Man talking on zoomSuccessful Insurance Agent

Client Connection is EVERYTHING

Superior service via has been and always will be the key to building a client…
Ben Younger
Ben YoungerMarch 25, 2020
Grandparents with grandchildInsuretech & Technology

Long-Term Care Planning In the Digital Age

It’s impossible to create a sound financial plan without taking your clients’ health into consideration.…
Ben Younger
Ben YoungerMarch 18, 2020
Break the rulesProspecting

Break the Rule of 66

As most financial advisors know, the “Rule of 66” refers to the percentage of the…
Ben Younger
Ben YoungerMarch 11, 2020
Digital storageDigital Distribution

Why Digitally Storing Legacy Plans Is the Future Of Life Insurance

Digital technology has transformed nearly every industry. Many of these industries have already adapted their…
Ben Younger
Ben YoungerMarch 5, 2020
Digital connectivityInsuretech & Technology

Find More Life Insurance Prospects Through Technology

Finding and converting prospects is critical to success in the life insurance industry. Despite this,…
Ben Younger
Ben YoungerFebruary 26, 2020
Women on phonesProspecting

Three Tips For Selling Insurance to Millennial Clients

In our current world, generational lines have been drawn in the sand like never before.…
Ben Younger
Ben YoungerFebruary 19, 2020
Hammer on stoneInsuretech & Technology

Insurtech: The Disrupted and the Disrupter

With technological disruption all around us, it’s a wonder more insurance companies aren’t readying themselves…
Ben Younger
Ben YoungerFebruary 7, 2020
Financial advisor with clientsSuccessful Insurance Agent

Go Beyond the Traditional Advisor-Client Relationship

Regardless of your line of work, client base, or professional experience, connection is always key…
Ben Younger
Ben YoungerFebruary 5, 2020
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Trending Posts

  • Clients Need Reassurance During Challenging Times April 8, 2020
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  • Insurance & Financial Advisors – Prepare for the Great Wealth Transfer April 22, 2020
  • Advisor Opportunities & Liabilities with Wealth Transfer March 31, 2021
  • When You Need to Innovate But Don’t Have the Resources August 22, 2019

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advisor insights client engagement Data security digital workspace financial advisor tips for success insurance book of business Insurtech life insurance advisor Millennials online insurance sales

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