Competition, Leads, What's the Solution?
Cheril Lyn Muniz
Forging connections between Business Owners & game-changing financial strategies ?? | Sr. Capital Consultant | Leading in transformative solutions for business success ???? | Empowering entrepreneurs ??|Published Author
What are the biggest challenges facing Sales Professionals in todays market?
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If you’re a Life Insurance Agent, what's your answer?
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Lead Generation (50.59%), which is why year after year, after year, Lead Generation is the #1 issue that can make or break an agents career.
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Another challenge Life Insurance Agents struggle with, is being able to find new leads consistently without costing a fortune.
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Did you know that most Life Insurance Agents quit because they can't get generate enough sales to support themselves and their families?
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As a Life Insurance Agent, you know that prospects feel uncertain about planning for the inevitable, which makes them apprehensive about looking into retirement products.
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These are just some of concerns that make lead generation a roadblock for Life Insurance Agents. It becomes more of a challenge for agents to come up with creative and efficient methods for lead gen.
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Now if you're a P & C Agent, what's your answer?
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Commoditization…insurers are continuously looking for that "edge" to have a leg up on their competition for new clients as well as retain current clients.
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P & C Carriers magnitude to insure has increasingly grown. They face fierce competition with new players in the market place, as they will be in a position to offer their services online. Therefore, price-based competition has intensified.
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You know as an P & C Agent, the industry is not easy.?The insurance industry as a whole will have challenging times to attract and keep clients. Why is that?
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It's all about Commoditization, smarter tools that allow clients to shop online for insurance. These "sexy" new tools allow the clients to see a variety of quotes from may carriers, in one convenient place. Therefore,?forcing carriers to be more competitive on price.
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In today's market it's all about finding new and creative ways to minimize losses.
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What's The Solution?...
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Better Tomorrow Financial Group!
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The Better Tomorrow Financial Group consists of three subsidiaries, Project Blue Financial Consulting, Project Blue Signature Capital, and Project Blue Assurity Plus.
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The collective mission of each company is to bring top level experts and resources to the "rest of us."
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Today more than ever, American families need financial literacy.?What if you could be the "go-to" resource for financial education, budgeting assistance, debt elimination, and family protection for your clients?
领英推荐
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Tremendous Capital Resources, whether its $5,000 or $,000,000,000, how would adding 75 BEST In CLASS lenders help you deliver flexible and affordable financing to your clients?
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Premier Industry Experts at Your Disposal!
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What is your had a team of industry leading professionals helping your recover R & D Tax Credits, Employee Retention Credits, Work Opportunity Tax Credits, Utility Cost Reduction, Expense Cost Reduction, delivering an average finding of $50,000 to your clients?
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High Net-Worth Strategies
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Are your high net-worth clients getting the level of expertise they need? When it comes to advanced concepts, such as succession planning, trusts, premium finance, 401K review, buy sell agreements etc. , how are you currently addressing these needs for your clients?
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A Partnership with Project Blue!
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Whether you're an individual Life Insurance Agent, P & C Agent or even a company with a sales force that works directly with small-medium businesses, a partnership with Project Blue is a valued added resource you?can not be without!
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To learn more about a Partnership with Project Blue, contact:
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Cheri Muniz
Sr. Capital Consultant
925-381-4754
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cheri.bluewealthplan.com
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(Source: Project Blue PowerPoint Presentation)