Current Sales & Marketing Ideas

Check out this message from PFN’s Business Development Specialist, Lydia Gardner as she explains a quick sales idea. She’ll compare a bank CD with a tax-deferred alternative.Read more

Knowledge is power and for the agent, product knowledge can be the vehicle to increased sales. It instills faith, trust, and respect in the client, which creates a positive experience. Understanding the importance of product knowledge, we at PFN have started a product training series, where we focus on products we feel are most helpful toRead more

Income Protection lies at the heart of what life insurance is all about. And yet, with today’s busy lifestyles, ensuring that income protection needs are met can sometimes be overlooked. (CLICK TITLE TO READ MORE)

Few argue the need for interfamily relationship management. Why attempt to work with your clients’ children? They will be the largest-inheriting generation on record, plus many of them are high income earners with high COI potential. Not to mention, they want and need your advice. (CLICK TITLE TO READ MORE)

Looking to grow your business in the hottest market? Spreadsheeting isn’t the answer. Watch Transamerica’s John Oliver discuss why spreadsheeting is DEAD and how to Sell Smart to grow your sales. (CLICK TITLE TO SEE VIDEO)