Agents can offer memberships to Legacy Safeguard, Integrity's estate planning program for clients, in order to drive client referrals and extend their level of care! ⟶
Every year, more seasoned insurance agents in America reach retirement age. Because of that, there's more room for younger agents in an industry that's already ideal for Gen Z.
In any type of business, client retention can be just as important as taking on new clients. In the insurance world, once a sale is closed, your duty as an agent isn't over.
Every insurance agent has a crucial choice to make in order to make the most of their chosen career path. Should you become an independent or captive agent?
You may enjoy selling health insurance plans because you like helping others, but you and your family may also depend on the broker commissions your insurance career or side hustle provides.
Insurance agents work closely with and rely heavily on the members of their community to do business. Your career can also give back to that community.
Setting goals is a great way to keep your business on track with a clear path ahead. Fresh goals at the beginning of each year can help you flourish all year long.
Life insurance is more than just a way to pay for outstanding debts and end-of-life expenses. You can recommend a life policy for its wealth transfer tax benefits!
After the busy season, reviewing your insurance business strategies is a great way to start the year. We recommend reviewing for strengths, weaknesses, opportunities, and threats.
As an insurance agent, there are plenty of dates, important events, and tasks to keep track of. That's why we've created a calendar for the Affordable Care Act (ACA) agent who is looking to maximize their marketplace insurance plan sales and grow their business.