• Prospecting and new sales are always a challenge for any insurance agent, so sometimes it’s best to go back to the basics that a lot of us did when we first started. Project 100—where we sit down and list as many people as we possibly can that we could go talk to or people you […]

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  • I think we all know that prospecting activity is the lifeblood of our business as insurance professionals. Unfortunately, many agents still fall short in this vital part of our business. Sometimes we are our own worst enemies. An idea, and a fun way of prospecting, is to establish a point system to work each day. […]

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  • Most of us have a plan for something. A plan for dinner or a plan for a summer vacation or a plan for the weekend, etc. Planning ahead helps life run a little smoother. Some things we can’t necessarily plan for that come at us unexpectedly. One thing is for certain, and I have to […]

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  • Founder’s Month is approaching fast! This is always a really big event for Security National, and this year will not disappoint. The details surrounding all of the bonus opportunities will be announced soon, so now is the time to be building up your prospect list. There will be some really good bonus levels and a […]

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  • We all know that prospecting is the lifeline of any insurance professional. Luckily for us, our services are needed now more than ever. I know you’ve heard me say before that when things get tough, the home service distribution system of insurance does better than any other. That’s mainly true because of the face-to-face contact […]

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  • I talk a lot about family insurance reviews. This is for two good reasons: 1) I feel like we owe it to our policyholders, and 2) it can be an excellent prospecting tool. Do we ever take the time to look at our own situation to make sure we are prepared for whatever comes our […]

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  • I know I’ve talked a lot about activity before in our newsletter, but I don’t think you can talk about it enough! Remember: any activity is good activity. All of us, including our current policyholders and potential policyholders, are being bombarded with so many negative things going on in the world today. We can be […]

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