Field Notes
Quick, actionable insights from top Fraternal Financial Professionals. Each read takes only a few minutes and shares a field-tested tactic you can use today.
How to Ask for Referrals Without Feeling Pushy
Real strategies from the field—timing, language, and service-based approaches that increase quality introductions without pressure.
Read articleRe-Engaging Old Leads or Clients
Sometimes the best new business comes from people we already know. Share the reconnect scripts and touchpoints that work.
Turning Service Calls Into Sales Conversations
Find opportunity in beneficiary changes, address updates, and review calls—without sounding salesy.
Overcoming “I Already Have Enough Insurance”
Turn a common objection into a deeper needs-based discussion with respectful questions and reframes.
Maintaining Momentum in Slow Months
When activity dips, pros lean on repeatable activity goals, micro-wins, and time-boxed outreach blocks.
Your Most Effective Closing Technique
There’s no single “right” way to close—share the phrases, questions, or moments that consistently help you seal the deal.
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