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client engagement Archives – LegacyShield

Life Insurance

Where the Life Insurance Industry Is Falling Short (And How To Fix It)

There has been a lot of progress in the life insurance industry. (more…)
Dan Pierson
Dan PiersonNovember 11, 2020
Insuretech & Technology

Insurance Agents: Move Into Change or Be Left Behind

We are undoubtedly living in historic times. From the pandemic to the presidential election, it…
Dan Pierson
Dan PiersonNovember 4, 2020
Prospecting

The Best Way for Advisors to Connect: Introducing Link Product Updates

Investing in your business is the best way to increase the chances of success. All…
Dan Pierson
Dan PiersonOctober 28, 2020
Beneficiaries

Insurance Agents: Do You Have a Bridge to Beneficiaries

Humans tend to focus on the present. This tendency to prioritize short-term goals over long-term…
Krystal Lockwood
Krystal LockwoodOctober 21, 2020
Women on either side of a mirrorSuccessful Insurance Agent

Insurance Agents: Your Clients Don’t See You as You Do

Insurance agents generally believe they are delivering value to their customers and meeting their needs.…
Krystal Lockwood
Krystal LockwoodOctober 14, 2020
SandwichProspecting

Successful Insurance Agents Love the Sandwich (Generation)

Generations are a common topic of analysis in the insurance industry. From Baby Boomers to…
Dan Pierson
Dan PiersonSeptember 23, 2020
Unlocking Success for Insurance AgentsSuccessful Insurance Agent

Unlocking Success for Insurance Agents

There’s a reason we’ve all heard that “communication is key.” Whether a relationship is personal…
Dan Pierson
Dan PiersonSeptember 2, 2020
Digital Workspace

Insurance Advisors: Dress for (Online) Success

First impressions matter. That’s why, for decades, “dressing for success” has been a key piece…
Krystal Lockwood
Krystal LockwoodAugust 12, 2020
Successful Insurance Agent

Why Insurance Agents Should Care About Collaboration

Policyholders are looking for more than just a policy these days. Customers want an insurance…
Dan Pierson
Dan PiersonJuly 3, 2020
Life Insurance TrendsLife Insurance

Life Insurance Trends 2020

If these past few months have taught us anything, it’s that trend-forecasting is an inexact…
Dan Pierson
Dan PiersonJuly 1, 2020
Man talking on zoomSuccessful Insurance Agent

Client Connection is EVERYTHING

Superior service via has been and always will be the key to building a client…
Dan Pierson
Dan PiersonMarch 25, 2020
Women on phonesProspecting

Three Tips For Selling Insurance to Millennial Clients

In our current world, generational lines have been drawn in the sand like never before.…
Krystal Lockwood
Krystal LockwoodFebruary 19, 2020
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Our singular focus is to enable the life insurance industry to grow through client connectivity and digital distribution

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