Author Archives

How to Get Life Insurance Clients So you studied for weeks, took the test, passed and have become a life insurance broker. Congratulations! That’s a great thing. I bet you can’t wait to get life insurance clients and start signing people up with the coverage they need to protect their finances and their families when … Continue Reading

The Best Life Insurance Lead Generation & CRM System  Life insurance brokers and agents want one thing: warm leads. If you are a life insurance professional, this blog is for you. Read on. It’s important to have several lead sources. Not only do these sources help grow your business, but they also enable you to … Continue Reading

The Easiest Way to get Passive Revenue in Canada. Passive revenue is money you make indirectly. For example, your job provides you with non-passive income. You are the driving force behind your salary, thanks to your hard work; but with passive income, your money, or the work of others, nets you a financial gain. It … Continue Reading

Life Insurance Advisor CRM. What is CRM? That term stands for “customer relationship management.” It’s how life insurance advisors & brokers manage their client data, stay organized, make sales and grow their business. A good life insurance advisor CRM is critically important for success. Without tools in place to aggregate, track, and convert leads; run … Continue Reading

The Best Life Insurance Lead System. Are you a life insurance agent or broker looking for the best life insurance lead system? Look no further! Here is why Lead Bank is everything you need for to find, track and manage life insurance leads in Canada and the United States. What is Lead Bank? Lead Bank … Continue Reading