Benefits Sales Strategies

Those who weren’t heeding the warnings about a coming retirement crisis before the Great Recession hit probably are now.

Your clients keep you in business, but only so long as they continue to trust you and believe you are interested in their success.

It's time to take a deeper dive into what you can learn from a 5500. Like dinosaur DNA extracted from mosquitoes trapped in amber, well be putting a single company under the microscope in the coming weeks. But which company?

If you have clients who may be called into military service, it’s a good idea to evaluate their life insurance options at least six months before active duty begins.

Over the years, FreeERISA has tried a lot of things to make lead generation more effective, like plan type searches and the Whack-a-Health-Plan Flash game. Despite our best efforts, few things remain as popular as the ability to pull up benefit and retirement plans by ZIP code.

When you sell your product, how engaged is your client? If, “consumers consume,” how do you get them to buy from you, and become a repeat customer?