Congratulations to our Summer Sails Contest Winners! All of these winners worked hard, stay motivated, and are now reaping the rewards.
“The difference between try and triumph is a little umph.” – Author Unknown
Writing Quality Final Expense Business
Writing Quality Final Expense Business, Advice from Tommy Overton – Regional Director Final Expense Division
Continue ReadingSummer Sails Half Way There!
Going above and beyond… and then some.
The top people did what was expected of them
—AND THEN SOME.
They were considerate and thoughtful of others
—AND THEN SOME.
They met their obligations and responsibilities fairly and squarely —AND THEN SOME.
Sometimes it takes a tragedy or a shock to the system for us to realize that things may not always be the same tomorrow as they are today. In our industry we should be the first to know this and plan for the future.
Continue Reading1099 Reporting For the Self-Employed Funeral Insurance Agent
Do you understand the rules relating to 1099s and if you will need to issue any?
There are various forms 1099 but you most likely receive and issue Form 1099-MISC, Miscellaneous Income, related to your business.
Continue ReadingMake More Preneed Sales by Focusing on Solutions
The ability to uncover problems and present viable solutions is one of the most basic yet powerful skills that a preneed salesperson can acquire.
People make buying decisions because the product or service fills a need or fixes a problem.
Continue ReadingHow The Attention Barrier Is Costing You Appointments, And How to Fix It
Are your sales where you want them to be?
Deep down you know that you’re selling something that will really help your prospects and their families if only they would give it a good look.
But for whatever reason you can’t seem to get them to slow down long enough to seriously consider it.
Continue ReadingHow to Save Taxes on Your Health Expenses
As a preneed insurance agent you are familiar with the insurance products you sell.
Are you also familiar with health insurance options and how you can save taxes while paying your medical expenses?
Getting Organized
Records are important to the successful management of any business.
The type and format of records change but they must be maintained to make informed decisions and report your tax situation each year. Organized records make business easier.
Continue ReadingTax Reporting Resources
Filing your income tax return may not be at the top of your list of what you want to do but recently has been or is at the top of your must do list.
Do you find this process difficult or complex? Filing your income tax return can be painful for various reasons…
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