Archive – Page 5 – LegacyShield

Prospecting

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 YoungerApril 22, 2020

Unclaimed Property

Insurance and Financial Advisors – Protect Your Clients From Unclaimed Property

Americans are losing out on billions of dollars of personal property – and most of…

Ben YoungerApril 15, 2020

Insuretech & Technology

Clients Need Reassurance During Challenging Times

Choosing life insurance is a decision people often put off for years – even if…

Ben YoungerApril 8, 2020

Best Practices

Tips for Insurance Advisors Working From Home

We’re all experiencing dramatic shifts in our lives due to the novel coronavirus pandemic. One…

Ben YoungerApril 1, 2020

Successful Insurance Agent

Client Connection is EVERYTHING

Superior service via has been and always will be the key to building a client…

Ben YoungerMarch 25, 2020

Insuretech & Technology

Long-Term Care Planning In the Digital Age

It’s impossible to create a sound financial plan without taking your clients’ health into consideration.…

Ben YoungerMarch 18, 2020

Prospecting

Break the Rule of 66

As most financial advisors know, the “Rule of 66” refers to the percentage of the…

Ben YoungerMarch 11, 2020

Digital Distribution

Why Digitally Storing Legacy Plans Is the Future Of Life Insurance

Digital technology has transformed nearly every industry. Many of these industries have already adapted their…

Ben YoungerMarch 5, 2020

Insuretech & Technology

Find More Life Insurance Prospects Through Technology

Finding and converting prospects is critical to success in the life insurance industry. Despite this,…

Ben YoungerFebruary 26, 2020

Prospecting

Three Tips For Selling Insurance to Millennial Clients

In our current world, generational lines have been drawn in the sand like never before.…

Ben YoungerFebruary 19, 2020

Insuretech & Technology

Insurtech: The Disrupted and the Disrupter

With technological disruption all around us, it’s a wonder more insurance companies aren’t readying themselves…

Ben YoungerFebruary 7, 2020

Successful Insurance Agent

Go Beyond the Traditional Advisor-Client Relationship

Regardless of your line of work, client base, or professional experience, connection is always key…

Ben YoungerFebruary 5, 2020

Insurance & Financial Advisors – Prepare for the Great Wealth Transfer

Insurance and Financial Advisors – Protect Your Clients From Unclaimed Property

Clients Need Reassurance During Challenging Times

Tips for Insurance Advisors Working From Home

Client Connection is EVERYTHING

Long-Term Care Planning In the Digital Age

Break the Rule of 66

Why Digitally Storing Legacy Plans Is the Future Of Life Insurance

Find More Life Insurance Prospects Through Technology

Three Tips For Selling Insurance to Millennial Clients

Insurtech: The Disrupted and the Disrupter

Go Beyond the Traditional Advisor-Client Relationship

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