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Prospecting

Prospecting

The Best Way for Advisors to Connect: Introducing Link Product Updates

Investing in your business is the best way to increase the chances of success. All…
Ben Younger
Ben YoungerOctober 28, 2020
Referral iconProspecting

Insurance Sales ROI: Are you doing the right math?

As an insurance advisor, lead generation must consistently be on your mind. Having an efficient…
Ben Younger
Ben YoungerSeptember 30, 2020
SandwichProspecting

Successful Insurance Agents Love the Sandwich (Generation)

Generations are a common topic of analysis in the insurance industry. From Baby Boomers to…
Ben Younger
Ben YoungerSeptember 23, 2020
Millennials on phonesProspecting

What Insurance Advisors Need to Know About Millennials

Millennials recently overtook Baby Boomers as the largest living generation in the United States and…
Ben Younger
Ben YoungerAugust 19, 2020
Lead GenerationProspecting

Insurance Lead Generation

Lead generation and networking for referrals are the foundation for building and growing your book…
Ben Younger
Ben YoungerJuly 15, 2020
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
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
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

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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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