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Industry Voices


🎥 Why Your Pitch Isn’t Landing (And How to Fix It)
💬 “Why does it take so long for them to decide?!”
The truth? Insurers aren’t slow — they’re wired differently.
Banks chase returns. Insurers avoid risk.

Peter Lynch
5 days ago0 min read


🧩 The #1 Mistake Sales Teams Make with Risk-Averse Clients
Banks and investment managers chase returns.
Insurers are trained to avoid risk.
That single difference explains everything...

Peter Lynch
Nov 124 min read
🎥 What happens if you don’t have a will?
The truth is, life is unpredictable.
Without a clear estate plan, your loved ones and business partners/clients could be left facing confusion, conflict, and costly legal battles.

Bud Schiff
Oct 221 min read
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