Tag Archive | Sales

A Quick Word on Beneficiary Reviews

Those of us who have spent some time in the industry have all heard the horror stories about beneficiary designations gone awry; families torn apart, with expensive litigation, adding enormous stress in already-difficult times. While this can be an uncomfortable topic for some clients, the benefits of having this discussion far outweigh the alternatives. Just recently, […]

How Do You Overcome “The Insurance Generation Gap?”

“If you talk to a man in a language he understands, that goes to his head. If you talk to him in his language, that goes to his heart.” – Nelson Mandela Have you ever stopped to consider the power of language? How versatile it can be – between accents, intonation, timing, inflection, not to mention […]

Message from the CEO – Suitability

Suitability. I promise you – it’s not a four-letter word. But for some, even the very word alone is a cause for high blood pressure, clenched fists, and grinding teeth. When most of us think about suitability, we conjure up mental images of countless forms with client signatures, days wasted waiting for carriers to give […]

It Was Fun While It Lasted (Say Goodbye To The 4% Rule)

We’ve all heard that the “fundamentals” we have held to for so long are quickly disappearing – even the Wall Street Journal is jumping on board! There is no better time to be selling either lifetime income annuities or indexed annuities with income riders to satisfy your clients’ income needs. http://online.wsj.com/article/SB10001424127887324162304578304491492559684.html?mod=WSJ_hp_mostpop_read And I’m sure you […]

It’s a New Year at Zenith Marketing Group

Here we are again – January. We’ve opened our presents; we’ve sipped our champagne at the stroke of midnight. We’ve tallied up our numbers for last year, and we’ve sat down and planned, and plotted, and schemed in preparation for the year ahead. So what? So has everyone else. What’s in it for you in […]