Brandi BottorfTM Sales Consultant - Creative Edge

A “Gift of Pie” an unexpected and welcome holiday client appreciation gift

Pie

With the holidays right around the corner, we know that producers are looking for a unique way to tell their clients that they appreciate their business. One fun and simple idea is giving your clients a pie. Easy to execute, it’s a tasty initiative that features a heaping serving of client appreciation. Utilizing several touch… Read More


Incorporating Your Passion into Your Profession

As children, we’re repeatedly told that the world is our oyster, and that we can be anything we want to be if we just put our best foot forward. After all, how many of us envisioned growing up to be professional athletes, musicians or entertainers? It wasn’t that we were delusional – we just believed… Read More


Female Clients, Hear Them Roar

Times are changing, and so is our business. The huge wave of baby boomer retirees has captured our industry’s attention – and rightfully so. Yet, many insurance agents and financial advisors can’t quite seem to put their finger on how to target one particular group of this critical segment: women. According to TD Ameritrade Institutional, a division of TD Ameritrade Inc., women control $8 trillion in assets in the U.S. and are expected to control $22 trillion by 2020. These women want and need your services, possibly more than any other market, so what are you doing to meet their goals and let them grow your business?