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Sales Tools

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  1. From Worksite Marketing to Website Marketing

    From Worksite Marketing to Website Marketing

    $55.00

    Capitalize from modern marketing methods proven to penetrate, influence, and win the shifting voluntary benefits market.  Learn dozens of proven approaches that help capture your share of this vastly underserved, growing market. 

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  2. Closing the Gap: A Model for Commercial Underwriting

    Closing the Gap: A Model for Commercial Underwriting

    Starting at: $84.00

    This book explains how analyzing gaps during the underwriting process can lead to better coverage, higher profitability, and better managed accounts.

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  3. Past is Prologue: Timeless Techniques for Financial Advisors in the 21st Century

    Past is Prologue: Timeless Techniques for Financial Advisors in the 21st Century

    Starting at: $70.00

    Learn from the best. Norman Levine is an internationally recognized speaker, trainer, and consultant. He radiates the energy of success that has inspired over half a million people from groups of 10 to 15,000 throughout the U.S. and 23 countries to move beyond the ordinary into excellence in both their professional and personal lives.

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  4. Ethics & The Sale, 2nd Edition

    Ethics & The Sale, 2nd Edition

    $50.00

    Ethics and The Sale is a guide that leads you through difficult ethical and compliance issues in a conversational style, interspersing humorous reference and quotations from famous authors.  There is a discussion of these issues at each stage of the sales process, including prospecting, recommending a policy to the client, rebating and replacement, and self-disclosure. 

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  5. The Next Step: Successfully Graduating to Life Insurance Advanced Markets

    The Next Step: Successfully Graduating to Life Insurance Advanced Markets

    $70.00

    Finally, a single, easily readable source from soup to nuts telling you why and how to get into advanced markets. Learn in one reading what it would take you years to figure out on your own.

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  6. The Social Advisor: Social Media Secrets of the Financial Industry

    The Social Advisor: Social Media Secrets of the Financial Industry

    Starting at: $24.99

    Financial Social Media expert Amy McIlwain reveals cutting-edge social media secrets that are rapidly changing the marketing landscape as we know it. Discover how the industry’s elite advisors are leveraging this new form of communication and watching their business soar.

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  7. The Client Connection: How Advisors Can Build Bridges That Last

    The Client Connection: How Advisors Can Build Bridges That Last

    $70.00

    Every financial advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter.

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  8. National Underwriter Sales Essentials (Property & Casualty): Breaking the Sales Barrier

    National Underwriter Sales Essentials (Property & Casualty): Breaking the Sales Barrier

    Starting at: $29.95

    An excellent resource for the sales leader, Breaking the Sales Barrier captures and explains the critical elements necessary to manage producers so that they can join the elite of the sales force. This "how to" book is filled with the tools that agency owners and sales managers need to develop a winning sales culture—and what producers need to embrace it.

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  9. National Underwriter Sales Essentials (Property & Casualty): Red Hot Introductions

    National Underwriter Sales Essentials (Property & Casualty): Red Hot Introductions

    Starting at: $19.95

    This fast-paced book will show you how to transform typical referrals into rejection-proof “red hot introduction."

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  10. National Underwriter Sales Essentials (Life & Health): Prospecting

    National Underwriter Sales Essentials (Life & Health): Prospecting

    Starting at: $14.95

    The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors, agents, brokers, producers, sales managers or agency owners need to convert prospects into customers, win new business, and to grow sales.

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