Sales

Mike’s Musings: Show Your Clients a Valuable Alternative

How many of you remember when Guaranteed Universal Life (GUL) first arrived into the marketplace? When it first came out, it was just a regular universal life contract which built up cash values based on an assumed interest rate and if the client added the guarantee rider and agreed to pay the higher, stipulated premium to […]

Best Interest Rule Rises from the DOL Rule’s Ashes

The DOL Fiduciary Rule, while officially dead, has been somewhat resurrected by New York State. While the Obama-era regulation known as the Department of Labor (DOL) Fiduciary Rule officially died a silent death in June 2018, New York State took matters into their own hands on Wednesday, July 18, 2018, by issuing a final regulation […]

Why We Do What We Do

Prior to rejoining Zenith Marketing Group on May 1st, I was employed by a very focused organization, catering to a specific market niche with the ultimate goal of selling cash value life insurance.  So, for the past 18 months, I was isolated from “brokerage”. I don’t use social media tools like Twitter or Facebook because […]

Connecting With Your Female Clients

Not sure how to talk to women about finances…just start! The questions you are asking your male clients can be easily translated to any conversation you are having with women. Simple right? However, the reality is that in our male-dominated industry there is a disconnect on how to communicate effectively with female clients. The foundation […]