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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
Nov 19, 20250 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 12, 20254 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 22, 20251 min read


Ready to Die?
Who's ready to die?! (Hint: not as many people as you might think!) Bud Schiff takes a closer look at the critical importance of having a Will in place to protect your legacy.

Bud Schiff
Oct 9, 20257 min read


Rock Star Board Members: Four Principles To Consider
Directors should strive on behalf of the shareholders they represent to help the company achieve optimal performance.

Gabe Shaheen
Aug 25, 20252 min read
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