Trustworthy Insights

Trustworthy Selling Recognized Among the top 25 Sales Training Companies for 2022

2022-06-27T10:55:22-05:00

May 23, 2022 For the second consecutive year, Trustworthy Selling received an honorable mention among the top 25 sales training companies across all industries from Selling Power, Inc., a multi-channel media company that produces Selling Power magazine ― the leading periodical for sales managers and sales vice presidents. “It is [...]

Trustworthy Selling Recognized Among the top 25 Sales Training Companies for 20222022-06-27T10:55:22-05:00

Fact Book on Retirement Income

2021-10-19T12:54:56-05:00

This study provides an analysis of the retirement income market by different segments, demographics, or retirement status. The information can help advisors and institutions recognize investor trends and target the segments of greatest opportunity. DOWNLOAD FULL REPORT

Fact Book on Retirement Income2021-10-19T12:54:56-05:00

Using Behavioral Economics to Sell

2021-10-21T12:58:11-05:00

This report first reviews some principles of Behavioral Economics and explains specifically how to use it to improve sales presentations and sales promotional materials. DOWNLOAD FULL REPORT DOWNLOAD FULL REPORT DOWNLOAD FULL REPORT

Using Behavioral Economics to Sell2021-10-21T12:58:11-05:00

Translate from Insurance to English

2021-10-19T14:38:12-05:00

Consumers have told us that the life insurance industry language is confusing. While consumers have access to their own life insurance research, they turn to financial professionals to make sense of it all. Financial professionals engage their clients in the shopping process and communicate industry terms in their own unique ways. [...]

Translate from Insurance to English2021-10-19T14:38:12-05:00

Significant Opportunity for Life Insurers with the Hispanic Community

2021-10-29T15:23:39-05:00

Despite 8 in 10 Hispanic consumers saying they believe they should own life insurance, only half actually have coverage, according to the 2021 Insurance Barometer Study. This market represents a growing opportunity for the life insurance industry. According to the U.S. Census Bureau, the Hispanic population has grown 23% over the past decade to [...]

Significant Opportunity for Life Insurers with the Hispanic Community2021-10-29T15:23:39-05:00

Future of Advice

2021-10-19T14:45:49-05:00

Consumer expectations of financial advice have changed. Today’s consumers feel they’re uneducated when it comes to financial topics, expect access to both online resources and human resources, and view retirement differently than their grandparents did.This study delved into topics like education, robo-advisors and online resources, advice at the workplace, and their thoughts on paying [...]

Future of Advice2021-10-19T14:45:49-05:00

Mutual of Omaha Case Study – Sales Effectiveness Impact on Productivity and Retention

2021-11-22T09:58:20-06:00

What Attracted Mutual of Omaha to Choose Trustworthy Selling? Mutual of Omaha implemented Trustworthy Selling as part of an organizational strategy to increase their advisor’s focus on needs-based selling over transactional selling or product-focused selling. The company went through the first step in its transformation strategy by revamping its systems to identify, attract and [...]

Mutual of Omaha Case Study – Sales Effectiveness Impact on Productivity and Retention2021-11-22T09:58:20-06:00

Trustworthy Selling Testimonial | Dave Porter, Managing Partner – Baystate Financial

2021-10-22T12:04:43-05:00

When Mass Mutual approached me about HPN and LIMRA’s Trustworthy Selling program, I asked a group of managers to review the program and determine if it was just “one more training program.” The feedback was that the training would not disrupt our existing training but rather would enhance what we were already doing. Baystate [...]

Trustworthy Selling Testimonial | Dave Porter, Managing Partner – Baystate Financial2021-10-22T12:04:43-05:00

The Soft Skills Gap: Enhancing the Advisor-Client Experience

2021-10-21T15:04:46-05:00

To make a connection with today’s modern, savvy consumer, financial professionals need to develop specific skill sets to achieve success – especially in a post-Covid world. These are often referred to as “soft skills” and their importance is paramount. Looking at this from the consumer mindset is a great place to begin. According [...]

The Soft Skills Gap: Enhancing the Advisor-Client Experience2021-10-21T15:04:46-05:00

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