Reflections and Projections

This time of year, I often catch myself reflecting and projecting.  Not only on business, but also in my personal life.

What did I do right?

What did I do wrong?

What do I need to be sure to do again next year?

What can I do better next year?

I don’t know about you, but there are several things that pop up on that list year after year, that just never get done.  All we can really do, is try to focus on those that are most important and do the best we can.

Below are just a few things that I faced personally, or working with many of you advisors, during this past year, that perhaps you did as well, that we can both work on together to improve on in this upcoming year.

  • Put permanent life insurance on your children and tell all of your customers to do the same.

This is not to make parents wealthy, should their children pass away!  This protects that child’s future life insurance needs, in the event they become medically uninsurable during their lifetime.  It is also a great gift to pass along to them when they become adults, especially paid up permanent life insurance.

  • Tell everyone you know and meet that you sell Life Insurance!

I’m not talking about wearing a name tag that says, “Hi, my name is Bob, and I sell Life Insurance!”  When they ask what you do, TELL THEM.  I’ve been in the life insurance business for almost 30 years, and it still amazes me the people that I have know for years, don’t know what I do.  They’re going to buy it somewhere.   Might as well be from you.

  • Tell those around you how much you appreciate them and what they do for you.

This could be your staff at work, your spouse at home, or you children.

  • Make a business plan, modify as you go, but stick to it!

The success at ISG is pure and simple – Sell more Life Insurance!

We have a saying around the office, when sales are not where they need to be, and it really kind of keeps it simple – Premium solves all problems!

ISG is not successful, if you’re not successful.  YOU are our customer!  Therefore, it is OUR responsibility to make you more successful.  We have really beefed up our Sales Team to help you meet and even exceed your sales goals for 2019 and beyond.

We have 3 highly qualified external wholesalers with 92 years combined experience on staff to help you any way we can.  Whether that is helping you with your business plan to come up with a roadmap on how to reach your sales goals, doing joint sales work with you in the field, or simply visiting with you on new product training.

We have 2 highly qualified internal wholesalers, who turn out creative quotes and life insurance solutions. Call us and let us work with you early in the upcoming year, so that you may meet or better yet exceed your goals.

All of us here at ISG wish you and your families a Very Merry Christmas and a Happy and Prosperous New Year!

Go out and make it a great day!