Insurance Sales Start with an Idea
Al Granum’s OCS requires consistent outreach. Tom Lipscomb underscores the importance of making that outreach timely, interesting, and relevant.
One effective tool you can use to achieve both is via your regular sharing of authoritative financial planning articles from the Wall Street Journal.
We’ve curated dozens of WSJ articles and organized them by topic and date. Links make it easy for you to post the articles to your social media or share them with clients and prospects via message, email, or text. Follow-up to confirm receipt and offer to discuss how the ideas in the article apply to their personal situation. Setting appointments the easy way!
