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How Not to Play God With Your Clients

We live in a culture marked by striving and entitlement. Sometimes those qualities are positive as they help us reach our goals and achieve great things. But getting what you want in business – and life in general – should…
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Does Your Life Insurance Need Special Handling? Commonly Asked Questions About the Purchase of Life Insurance

Congratulations for making it to the sixth and final post in the Special Handling series, where we’ve taken a deep dive into the world of underwriting and prequalification, unique challenges that can arise, and many, many questions that come up…
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WE NEED HOLY DAYS AS WELL AS HOLIDAYS

Believe it or not, the holiday season is upon us! For many of us, that means a break from work, time spent with family, and hopefully, some rest and relaxation. Taking the time to unwind during the holidays is much-needed…
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closeup of paperwork

Does Your Life Insurance Need Special Handling? More of Your Questions Answered

If you’ve been following our Special Handling series, you know that we’ve covered prequalification and underwriting and the challenges the life insurance process can…
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SPIRITUAL BUSINESS PRACTICES: IT’S THE PROCESS THAT MAKES US RICH

Success and money. These are two powerful driving forces in our society. Everyone wants to be successful, and I don’t think anyone would turn down an opportunity to be wealthy. But attaining those things is where the trouble lies. What…
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magnifying glass resting on keyboard

Does Your Life Insurance Need Special Handling? More Answers to the Most Commonly Asked Questions

There are some things in life that seem so complicated that we often completely avoid them. In our Special Handling…
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SPIRITUAL BUSINESS PRACTICES: THE POWER OF SAYING “THANK YOU”

If you do a quick search online for “secrets to success,” you’ll end up with a massive list of tips with everything from having vision to taking risks. But in my previous article on spiritual business practices, we learned from success guru…
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writing life insurance policy

Does Your Life Insurance Need Special Handling? Answers to the Most Commonly Asked Questions

If you have ever purchased a life insurance policy or even just researched the requirements to start the process, you…
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SPIRITUAL BUSINESS PRACTICES: THE CONNECTION TO FAITH

When you hear the word, “spiritual,” what comes to mind? The concept of spirituality has taken on a wide variety of meanings, ranging from new age and esoteric to traditional religion to Eastern philosophy. The common theme running through all…
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person skydiving

Does Your Life Insurance Application Need Special Handling? Challenges Beyond Mortality Assessment

In Part One of our Special Handling series, we focused on the key roles prequalification and underwriting play in helping…
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