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RESOURCES

Multiline

If you meet your clients’ property and casualty needs in addition to their life, health and retirement needs, this is the section to help you.

Your Best Prospect
Jim Dorschel, LUTCF
He’s right at your fingertips, in your client file, and his name is Mr. Business Owner.

A Multiline Agent’s Three Must-Dos
Lisa Singh
Scott Foster’s not just any multiline agent, he’s also an MDRT member. He offers three tips for you to get there, too.

Going Farr
Lisa Singh
Many new multiline agents fail, while others succeed. Why? For answers, check out a day in the life of one top producer, 31-year-old Paul Farr.

Client Conversion
Michele Bupp
One agent shares how she gets her P/C clients to think about life insurance.

The Big Talk
Lisa Singh
Here are a few tips to steer your talks toward life insurance.

Retaining and Attracting Clients
Troy Korsgaden
A proactive approach is the best way to build and grow your practice.

Make Time to Make a Difference
Troy Korsgaden
Market your services consistently and watch your profits grow.

The Multiline Advantage
Dave Willis
Cross-selling will put you on the right path toward building a profitable practice.

Follow the Form to Win Sales
Bill Hume, LUTCF
Use this personal liability worksheet as an entry point into future sales.

Break the Barrier
Lucretia DiSanto Jones
Overcome sales call reluctance by following these four important steps.

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