Erwin began his insurance career with World Financial Group (WFG) in 2009. He is now…
Dan PiersonMay 12, 2021
Insurance advisors and financial professionals have been preparing for The Great Wealth Transfer when Baby…
Krystal LockwoodMarch 31, 2021
Consumer demands continue to rise due to tech capabilities, but the insurance industry has been…
Dan PiersonMarch 3, 2021
Data is the key to survival in the insurance industry today. Customers expect their advisors…
Dan PiersonDecember 23, 2020
This year is certainly one for the history books – and that includes the insurance…
Heather McKeeDecember 13, 2020
Investing in your business is the best way to increase the chances of success. All…
Dan PiersonOctober 28, 2020
Humans tend to focus on the present. This tendency to prioritize short-term goals over long-term…
Krystal LockwoodOctober 21, 2020
As an insurance advisor, lead generation must consistently be on your mind. Having an efficient…
Dan PiersonSeptember 30, 2020
Generations are a common topic of analysis in the insurance industry. From Baby Boomers to…
Dan PiersonSeptember 23, 2020
There’s a reason we’ve all heard that “communication is key.” Whether a relationship is personal…
Dan PiersonSeptember 2, 2020
As a leader in life insurance technology since 2014, LegacyShield has provided insurtech solutions that…
Dan PiersonJuly 22, 2020