December 22, 2016: "Fitz" will tell you how referrals AND keeping in touch with your book of business is working smarter, not harder. It is the best way to make more money with less effort!
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Product Training - Policy Reviews, How To and Why: December 14, 2017
December 14, 2017: Today's Product Call is a real treat. Eric Bellaire, District Manager with The Alliance, is a GURU of policy reviews! Tune in as he explains WHY we should do policy reviews on products we did NOT originally sell, and HOW to do these type of reviews.
DOWNLOAD this form to follow along.
Product Training - Alex Fitzgerald, The 7 Touches: May 5, 2016May 5, 2016: The number 7 is considered the "perfect" number and a "lucky" number. According to numerology, 7 is the seeker, the thinker, the searcher of truth! On today's Product Call Alex "The Thinker" Fitzgerald will talk about "The 7 Touches", and guide you to the truth in various ways to follow up with your clients. Make sure your business stays on the books, and create clients for life!
Product Training - Conducting Annual Reviews: December 3, 2015
December 3, 2015: Today's Product Call is hosted by Jason Carey.
Jason is one of the best at conducting annual reviews and today he will teach you everything you need to know!
Use this link to the NAAU Advanced Resources ATM for Policy Review and CCL.
How to Use The Alliance Underwriting Tool!
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Awesome Fitz!