Insurance Sales

We get it. Trying to sell insurance in these far-from-optimal times is becoming increasingly hard for insurance agents. There is more pressure and fiercer competition than ever before, not to mention that some customers are losing jobs and might not be able to afford their insurance anymore. Just consider this data point from McKinsey & […]

Today’s competitive landscape is challenging, especially for those in the wealth management sector or selling financial services. Buyers have more data available to them and they can buy their investment products anywhere. Relationships alone used to be enough for an agent selling financial planning services, but not anymore. Now agents need to harness social media