Hit enter to search or ESC to close
LegacyShieldLegacyShieldLegacyShieldLegacyShieldLegacyShield
  • Home
  • Solutions
    • Link
    • LegacyLife
    • MyBasic Estate
  • About Us
  • Blog
  • Contact Us
  • Login
Tag

insurance book of business Archives – LegacyShield

Link Advisor Case StudyLink

Insurance Prospecting: Link Advisor Case Study

Erwin began his insurance career with World Financial Group (WFG) in 2009. He is now…
Dan Pierson
Dan PiersonMay 12, 2021
NetworkingBest Practices

How Insurance Advisors Increase ROI

Insurance advisors know that investing in their business is an essential part of making it…
Dan Pierson
Dan PiersonApril 14, 2021
Beneficiary checkSuccessful Insurance Agent

Advisor Opportunities & Liabilities with Wealth Transfer

Insurance advisors and financial professionals have been preparing for The Great Wealth Transfer when Baby…
Krystal Lockwood
Krystal LockwoodMarch 31, 2021
Big dataSuccessful Insurance Agent

A Consolidated Practice Leads to More Client Insights

Consumer demands continue to rise due to tech capabilities, but the insurance industry has been…
Dan Pierson
Dan PiersonMarch 3, 2021
client dataInsuretech & Technology

The Advantages of Insurtech Insights

Data is the key to survival in the insurance industry today. Customers expect their advisors…
Dan Pierson
Dan PiersonDecember 23, 2020
Insurance News

3 CHALLENGES INSURANCE BROKERS FACE IN 2021

This year is certainly one for the history books – and that includes the insurance…
Heather McKee
Heather McKeeDecember 13, 2020
Prospecting

The Best Way for Advisors to Connect: Introducing Link Product Updates

Investing in your business is the best way to increase the chances of success. All…
Dan Pierson
Dan PiersonOctober 28, 2020
Beneficiaries

Insurance Agents: Do You Have a Bridge to Beneficiaries

Humans tend to focus on the present. This tendency to prioritize short-term goals over long-term…
Krystal Lockwood
Krystal LockwoodOctober 21, 2020
Referral iconProspecting

Insurance Sales ROI: Are you doing the right math?

As an insurance advisor, lead generation must consistently be on your mind. Having an efficient…
Dan Pierson
Dan PiersonSeptember 30, 2020
SandwichProspecting

Successful Insurance Agents Love the Sandwich (Generation)

Generations are a common topic of analysis in the insurance industry. From Baby Boomers to…
Dan Pierson
Dan PiersonSeptember 23, 2020
Unlocking Success for Insurance AgentsSuccessful Insurance Agent

Unlocking Success for Insurance Agents

There’s a reason we’ve all heard that “communication is key.” Whether a relationship is personal…
Dan Pierson
Dan PiersonSeptember 2, 2020
Link by LegacyShieldDigital Workspace

Let’s Link – Collaborate with clients in a secure virtual workspace

As a leader in life insurance technology since 2014, LegacyShield has provided insurtech solutions that…
Dan Pierson
Dan PiersonJuly 22, 2020
1 2 Next

Trending Posts

  • Long-Term Care Planning In the Digital Age March 18, 2020
  • 3 CHALLENGES INSURANCE BROKERS FACE IN 2021 December 13, 2020
  • The Advantages of Insurtech Insights December 23, 2020
  • Life Insurance Trends 2020 July 1, 2020
  • Break the Rule of 66 March 11, 2020

Tags

advisor insights client engagement Data security digital workspace financial advisor tips for success insurance book of business Insurtech life insurance advisor Millennials online insurance sales

Activate Connectivity

Our singular focus is to enable the life insurance industry to grow through client connectivity and digital distribution

Welcome to LegacyShield.

Resources

  • Blog
  • Privacy Policy
  • Terms & Conditions

Company

  • About Us

Product

  • Link
  • LegacyLife
  • MyBasic Estate
  • Solutions

Copyright © 2020 LegacyShield® All rights reserved.

  • Home
  • Solutions
    • Link
    • LegacyLife
    • MyBasic Estate
  • About Us
  • Blog
  • Contact Us
  • Login