Another effective way of generating sales is to send out an email to your customers and prospects whenever an opportunity presents itself...

One common mistake made by many advisers is to neglect orphan policyowners. Many of them under-estimate the potential of future sales...

A simple way of getting more sales and at the same time establishing your service standards to your customers is to keep them updated...

One easy way of getting more sales – and is often overlooked by most consultants – is to ask for referrals. What happened is most...

Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently. This...

Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently. This...

Sending an annual policy review reminder is a great way to generate more sales. As some customers may overlook it as they are caught up...

Sending a thank you note to your customer is a great way to make them feel appreciated after their purchase. A nice thank you note gives...

It is important to keep track of the discussions during the meeting with the customer. Upon the completion of a meeting, take a few...

As most people are rather busy, the tendency for them to overlook an appointment is quite real. Therefore, it is good practice to send...

As you expand your network and reach out to more prospects, there could be among your address book, numerous old friends and contacts...