BLUEPRINT TO FREEDOM PART IV: IMPLEMENTATION You’ve taken the finals steps to freedom, and now it’s time to capitalize on your pre-planning efforts. By identifying those clients who make up your target market, you’ve begun building your awareness and branding yourself as “the expert” – two steps that are essential to growth. It’s at this point… Read More
DarrinHolle-LifeSalesRelationshipManager Creative Edge
Blueprint to Freedom: A Guide for Going Independent, Part IV
Related terms: Agency Building, Customer Relationship Management, Financial Planning, Life, Planning Tools, Practice Management, Sales Strategies, Technology / Software, Uncategorized
Blueprint to Freedom: A Guide to Going Independent, Part III
BLUEPRINT TO FREEDOM PART III: EXECUTION Before making the big announcement that you’re transitioning into life as an independent agent, refine your business goals, develop the strategies needed to capture the eye of your former clients and craft smart tactics to build a network of qualified prospects. When you plan to make your new firm… Read More
Related terms: Agency Building, Customer Relationship Management, Financial Planning, Life, Planning Tools, Practice Management, Sales Strategies, Technology / Software, Uncategorized
Blueprint to Freedom: A Guide for Going Independent, Part II
BLUEPRINT TO FREEDOM PART II: PREPARATION Once the evaluation of your business and prior commitments is underway, it’s time to cultivate alliances and brand yourself to your clientele. At this critical junction, you are ready to build your unique blueprint for transitioning into life as an independent agent, but first you must decide how this… Read More
Related terms: Agency Building, Customer Relationship Management, Life, Planning Tools, Practice Management
Blueprint to Freedom: A Guide for Going Independent, Part I
BLUEPRINT TO FREEDOM PART I: EVALUATION Evaluating your current business and finding out how to duplicate your success in an independent environment can be difficult, timely and cumbersome. Use this blueprint to walk through the process step by step to leverage existing relationships, set up the groundwork for your transition and maneuver outstanding agreements with… Read More
Related terms: Agency Building, Customer Relationship Management, Financial Planning, Life, Planning Tools, Practice Management, Sales Strategies, Technology / Software
Breathing Life Into Life
From the time we are born through our time growing old, we’re constantly expanding our minds and learning new things. Whether taking our first steps, earning our diploma or settling into retirement, we must adjust to changing circumstances and adapt to life as we know it. Many people attribute this to the never-ending process of education. As American philosopher John Dewey once said, “Education is not preparation for life; education is life itself.” And nowhere is this more evident than in the life insurance business.
Related terms: Agency Building, Business Insurance, Case Studies, Estate Planning, Financial Planning, Life, Qualified Plans



