Get Social Media Working for You

As a trusted advisor, do you enjoy working with families and helping them plan their financial security? Do you have marketing strategies to reach out and remain connected with them? Do you want to expand your business and reach a wider audience?

If you said yes, then you likely work hard at building your business and maintaining relationships that foster your continued success. You have the knowledge, competence, and desire to keep your clients’ best interests in mind. Your clients know this, and are happy about it, but . . . how do you get the rest of the world to know it too?

Continue reading “Get Social Media Working for You”

What Your Clients Should Expect When they Apply for Insurance

Prepare for the future. Live in the moment. Our clients hear this advice all the time and wonder which makes more sense. Well, the answer to that is easy – if they prepare for the future, it makes living in the moment a lot easier to do.

Applying for insurance is one of those important tasks that can help your client plan for the future but it can be a little overwhelming for them. There are difficult decisions to make, a lot of questions to answer, paperwork, interviews, and medical tests. You can help make this process easier for them by letting them know what to expect.

Continue reading “What Your Clients Should Expect When they Apply for Insurance”

READ the client article on The Link Between:
What to Expect When you Apply for Insurance