How to: Write a Follow-Up Email that Isn’t Pushy!

Here we are: we’ve made our first contact and set up a meeting, which we attended and felt went really well. We left the in-person experience feeling confident and clear that this new acquaintance would soon become a policy-holding client. However, whatever follow-up plan we set up has come and […]

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Cremation Details: How “Green” is Cremation?

One thing that we continue to try to emphasize in these educational posts is how valuable and simple green burials can be. As more and more awareness of our environment suffuses society, green burial questions are more common on the internet, in our funeral homes, in our email inboxes, and […]

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Utilizing Your Sales Wins

An optimistic post about how to capitalize on 2017’s successes and recreate them in 2018. Keep the karma coming! Stick with what is successful and simplify your sales! Step 1: Analyzing What Worked As with all self-reflective practices, our first step is analysis. Last week we discussed analyzing our sales […]

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Learning from 2017’s Mistakes

Whether you’re a resolution guru or a new year’s nay-sayer, the fresh start January gives us is great for preneed insurance agents to learn from last year’s mistakes. Reflect and Reset Effective goals are always based on accurate reflection. It’s pivotal to know where you are, where you’ve been, and […]

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Sales in the New Year

As we make New Year’s resolutions and goals for our personal betterment, consider adding some professional goals to your personal ones. Here’s some encouragement for the coming year to keep you focused on what you want for 2018. End Result Goals These end result goals are where you want to […]

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Safeguarding your Family—No Matter Your Budget!

There’s a lot of talk recently about life insurance, and people are buzzing with questions regarding what strategy is best for their budget. The average family in the United States makes $54,000 per household per year, and most employers offer term life insurance benefits. Term life insurance is like “renting” […]

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