by Justin Moya | Dec 1, 2020 | JD's Blog
8 Actions You Can Do Now to Prepare for a Better 2021 Founder's Blog 2021 is fast approaching… It goes without saying that we want 2020 to just go away. A fresh start comes every new year…at least in our minds. What needs to be done however is to change...
by Justin Moya | Aug 31, 2019 | Tech & Insurance
One program for all your illustrations Learn about this one online tool to obtain you compliant life illustrations. The illustration has to be the agents best friend. Getting an accurate quote for a client, illustrating how a product may perform, or helping guide you...
by Justin Moya | Aug 30, 2019 | JD's Blog
Sales Tip of the Week Planning For The Future Preparing Clients For a Future of Uncertainty & Expenses I received a phone call this morning from a prospect who had been given my number from one of my clients. She was a 66-year female who was seeking coverage for...
by Justin Moya | Jun 25, 2019 | Tech & Insurance
How to help prevent a possible lawsuit Free tools you can use to securely send your client’s info As agents we have to keep our client’s data secure. In fact, agents are held to strict standards when transferring client’s information under Federal Law. Any...
