Financial Considerations for Special Needs Children

Posted by Richard "Dick" Cleary on Jun 2, 2020 8:52:57 AM

The Centers for Disease Control and Prevention (CDC) estimates more than 60 million adults in the United States, approximately one in four, lives with a disability. Struggles
with mobility, cognition, hearing, vision, and other impairments make it difficult to make
decisions, provide adequate self-care, and live independently. As the parent of a special needs child, you know these struggles; you have been there to guide, support, and aid your child since birth. With your dedication to providing extra guidance and care, you have most likely lost sleep thinking about how your child will fare once you are gone.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

A Six-Step Guide to Writing an Effective Elevator Talk

Posted by Richard "Dick" Cleary on May 27, 2020 10:13:14 AM

When you have a polished, well-practiced “elevator talk,” you can easily introduce your practice to potential clients, nominators and referrals in any situation. After all, you never know if you’re talking to that one person who might be able to help take your practice to the next level. Using a short but well-planned elevator talk is an effective way to present your unique value proposition to people in an engaging way.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

Financial Literacy — Understanding Social Security's Impact on Retirement

Posted by Richard "Dick" Cleary on May 20, 2020 10:19:52 AM

Nearly 9 out of 10 Americans aged 65 or older currently receive Social Security. The Social Security Administration estimates that 21 percent of married couples and 43 percent of single seniors rely on Social Security for 90 percent or more of their income.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance, retirement, Social Security

Become a Master Communicator: The Importance of Body Language

Posted by Richard "Dick" Cleary on May 19, 2020 8:12:36 AM

Every good business relationship begins with strong communication skills. Whether you are meeting a client face to face, skyping with someone halfway across the world or giving or listening to a presentation, communication is always in play.

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Topics: Agent / Advisor Training, Employee Training, Training and Development, Insurance

How Everyone Benefits from the Work-from-Home Option

Posted by Richard "Dick" Cleary on May 13, 2020 9:43:08 AM

Working from home is becoming an attractive option for many people who have long commutes or find that they can concentrate better without the distractions of being in an office. If you are a manager who hasn’t considered the work-from-home option for your agents or advisors yet, it might be time to consider the many benefits. 

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Topics: Management Development, Agent / Advisor Training, Insurance

Why You Should Convert Classroom Training to E-Learning

Posted by Richard "Dick" Cleary on May 11, 2020 8:29:15 AM

Traditional classroom training will soon be a thing of the past. E-learning is becoming the new norm because it is highly effective as a learning method, and it is extremely cost-effective. 

It’s Effective and Cost-Effective 

One study that compared e-learning with traditional classroom training reports these compelling numbers: 

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Topics: eLearning, Training and Development, Insurance

5 Reasons Insurance Agencies Should Invest in Video Content

Posted by Richard "Dick" Cleary on May 6, 2020 11:01:56 AM

Regardless of which marketing information source you consult, video content has become the most powerful digital marketing tool to reach consumers. Numerous marketing surveys and study reveal more than 50 percent of consumers prefer to see video content from the brands and businesses they support; and, video content has edged out static photo images as the best performing content for businesses. If you are not leveraging the power of video content to increase your brand awareness and capture leads, it's time to jump on the bandwagon. Video content is the next big thing and it isn't going anywhere soon. Here are six reasons you should invest in video content for your insurance practice:

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

Avoid "One and Done" Training

Posted by Richard "Dick" Cleary on May 5, 2020 6:50:53 AM

Training would be much more effective if we could remember all the new information we are exposed to. 

According to Psychology Today, there is really no such thing as “photographic memory,” although some people can recall information vividly and in great detail. The phenomenon that comes closest is “eidetic memory,” which shows up in about 2 to 10 percent of children, but virtually no adults. “Eidetikers” can hold onto an image for about half a minute to several minutes after it is gone. If you give them 30 seconds to look at a picture, even after you whisk it away, they can describe it with unusual accuracy and detail. 

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Topics: Management Development, Agent / Advisor Training, eLearning, Employee Training, Training and Development, Insurance

Getting Ready for Retirement

Posted by Richard "Dick" Cleary on Apr 22, 2020 8:49:11 AM

As you spend decades in the workforce, you dream about retirement. As it gets closer, you think about how to bring your dream to life. Each person’s idea of retirement differs based on their goals, desire or need to continue working, as well as other considerations. Regardless of your idea of retirement, you need to consider some specific things and take preliminary steps to get ready for retirement. Financial and life goals, as well as feelings about working and planning for healthcare needs are some of the most crucial factors to evaluate when you are getting ready for retirement.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

How Well Are Your Selling and Marketing Efforts Aligned?

Posted by Richard "Dick" Cleary on Apr 8, 2020 10:15:27 AM

Selling and marketing are two critical components of any advisor’s practice. Although people sometimes use these two terms interchangeably, they are quite different.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

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