Is Your Independent Agency At Risk?

Risk management begins at home One of the main things we teach at The Sitkins Producer Training Camp is risk assessment. When you are working with prospects or clients, you should help them assess their risk and develop specific Risk Reduction Plans. It’s all part of our “set offense,” known as The Risk Reduction Approach(TM). … Continue reading

Four Steps to Overcome DI Objections

As a financial planner, helping clients to assess and manage risk is a major part of my role. Contemplating the loss of earned income due to an accident or illness is never pleasant. But would that young dentist be able to maintain his lifestyle if an unexpected injury meant he could no longer work in … Continue reading