Facebook Leads vs. Direct Mail

COVID-19 has changed marketing and lead generation for agents substantially this year, causing many grassroots efforts to halt.

Annuity Electronic Applications

With the environment of the COVID-19 (Coronavirus) restrictions, agents must address how we do business with clients remotely.

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Who Qualifies for an Annuity?

Finding qualified prospects is probably the biggest challenge for most financial professionals. But before we can start hunting for prospects, we must first determine our target market and ask, who qualifies for an annuity. There are several different types of...

2021 AEP Checklist

With 2021 AEP right around the corner, it’s very important to your success that you have everything needed and your check list complete.

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