Business Development
Easy Outside Insurance Solutions
Our Learn to Earn Bonus $ rewards you for writing Special Risks & expanding your insurance portfolio beyond NM. Plus we make outside insurance super EASY; we even offer to take the app on your behalf! Let’s get started, today!
Business Solutions Overview
Engage your business owners with complimentary business planning services provided by a team of attorneys, CPAs, and advanced markets consultants. Open doors to significant life insurance sales, with ease.
Taylor Swift Lessons for Financial Advisors
Taylor Swift isn’t just a pop icon—she’s a master strategist. Her approach to branding, audience engagement, and reinvention offers powerful insights for Financial Advisors looking to grow their practice.
Consumer Education
Insurance sales start with an idea, one that quickly captures the attention of consumers. This page links you to resources you can share with prospects and clients. They make it easy for you to initiate insurance-focused conversations.
Business Development Resources
Your clients can act on something they don’t know. Teach them how they can easily leverage our industry’s tax-favored solutions to their advantage. Related Resources:
Life Insurance and Annuities Optimize Retirement Income
The business consultants at EY have analyzed the effectiveness of several retirement funding strategies. Their study concludes that a well-diversified mix of investments, life insurance, and annuities optimize retirement income. Let’s take a look at what they found. Retirement Income Shortfall EY estimates that by 2030 there will be a $200+ trillion retirement income shortfall. […]
