Instantly Download 6 Tips on How to Position Insurance for More Revenue, Greater Client Retention, Attraction, and Referrals!

1 Step 1
Complete the form to access your guide.
First Name
Last Name
Zip Code
I am an insurance producer

Income Protector


This guide delivers tips that address how to bring in new investment assets to manage!

You will learn:

  1. Addressing how to create a “want” as well as a “need” from the client.
  2. Why it is important to serve the insurance/liability side of the balance sheet.
  3. The power of presenting the Sweet Spot, or the “aha” moment in the Intake Profiling process.
  4. That growing your referral sources is instrumental in your success.
  5. How to make relationships stick and create marketing opportunities.
  6. Why you can and should be placing much more insurance business.

Complete the form to download these tips to grow your practice!