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?

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Applet ABCs: Get Noticed – a strong brand image means stronger business potential

Applets are used by Advisors in PPI Toolkit 2 to create professional, straightforward presentations for clients.

Is your practice getting the attention it requires? A strong brand image means stronger business potential. Your clients, as well as the potential clients that your current ones will refer to you, should know you by name, company, and logo. One simple way to achieve this is to create client-facing presentations that are professional, convey your expertise, and are branded with your name and business name.

Create branded presentations quickly and easily in a 3-step process using PPI Toolkit:

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Applet ABCs: Income Replacement

Applets are used by Advisors in PPI Toolkit 2 to create professional, straightforward presentations for clients.

The Income Replacement applet can be used to answer the daunting question, “What would you do if you could no longer work due to disability or sickness?” While this may not be a question that you want to ask your clients out-right, it is something very important for them to consider.

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READ the client article on The Link Between:
Insuring your Most Valuable Asset


Applet ABCs: Bridging Risk with critical illness insurance

Applets are used by Advisors in PPI Toolkit to create professional, straightforward presentations for clients.

Is your client considering critical illness insurance but is not completely convinced that it is necessary? The Bridging Risk applet showcases the need for critical illness insurance by presenting five risks and the likelihood that each will occur in your client’s lifetime. As each risk is mentioned, its likelihood increases until you and your client are left with “Critical Illness: a one in three chance.” It makes sense to cover the greatest risk to both income and lifestyle, so if your client is insuring their care and their home, they still have the greatest risk exposed.

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READ the client article on The Link Between:
A critical step towards fighting critical illness