Our Newsletter gives you quick access to new, time-sensitive information you can use to start conversations with clients, prospects, and others in your sphere of influence. In most cases, that opportunity comes in the form of an insurance-friendly article just published by the Wall Street Journal. Forward it to appropriate clients and prospects to start a fresh conversation about its potential applicability to their financial strategy. Also, post the article to social media, inviting your readers to connect with you for a complimentary consultation. Take a quick look at recent Newsletters linked below. If you like what you see, sign up for future editions.
Supports…
Date Published
Link to Newsletter / WSJ Article Title
Life Insurance / Annuities
07/16/2023
Business Development
07/10/2023
Business Development
07/01/2023
How to Succeed in Business Like Taylor Swift (Tactics easily adaptable by Financial Advisors)