He also mentors and guides new players in selling life insurance, disability insurance, long-term care insurance, and annuities.Īt EWS, Simon created his own team, The A1A team, of qualified and experienced brokers. Since 2005, Simon has built a longstanding career helping experienced life insurance agents build their firms, get new clients, build long-lasting business relationships, create long-term business success strategies, and more. For the first three years of his career, Simon directly interacted with and sold insurance to small business owners and families. He has been part of the life insurance and financial planning industries since 2002. Simon Weinstock joined Empire Wealth Strategies in 2018 as a Business Development Field Leader, bringing his invaluable life insurance industry experience. Her favorite pastime is riding around Long Island, where she has lived her whole life, and finding new places to explore and wander. When she is not working, she enjoys spending long hours in her backyard either digging in her garden or swimming in her pool, and always with family: either her husband, son, and daughter, or her two brothers and her sister.
Judy’s customer-centric mindset helps to keep our financial professionals’ experience at the agency front and center. Judy is in charge of educating newly-transitioned financial professionals on our underwriting process and ensuring they are equipped to successfully serve their clients’ needs. As the agency grew and expanded, so did her work experience, initially working out of the Uniondale office, moving to the Hauppauge office, and then, due to the Covid-19 pandemic, now working from home. She came to Penn Mutual in 2011 where her knowledge of Case Management was further solidified as she began to work more closely with financial professionals. Judy started working in the life insurance industry in 2005, working at MetLife in the Back Office. Scott Silbert and Creative Planning Strategies is not affiliated with Empire Wealth Strategies. His credits include Top of the Table membership in the Million Dollar Round Table, and membership in the prestigious President’s Council of many insurance carriers. Scott regularly joins forces with many other prestigious wealth advisory firms in tax, accounting, family office, and legal disciplines to work jointly on their ultra-wealthy clients. He is the founder and CEO of Creative Planning Strategies (CPS), and creator of 3D Wealth™, a unique planning approach that seeks to protect, preserve and accelerate wealth.ĬPS counts among its clients former CEOs of Fortune 100™ companies, senior partners at renowned investment firms like Goldman Sachs and Apollo, and owners of some of the largest most successful closely-held enterprises in the country. Silbert is a recognized innovator in the field of three-dimensional financial concepts and holistic, multi-generational wealth strategies. I strongly recommend including the ABP and ABC mindsets in your everyday practice. “Always Be Prospecting” has landed me some of my best opportunities, clients, and a consistent 40+ year practice. My eyes and ears are acutely attuned to uncovering, great new prospects and networking opportunities. Prospects are everywhere, but you need to be truly “present“ to see them! An agent’s goal should be to also continue optimizing these opportunities and further learning to work in more complex cases and markets. To grow your practice you also need to live by the “ABP” rule “Always Be Prospecting!” This means every day, every minute, and 100% of the time, you need to be open and willing to uncover and cultivate new qualified prospects. Whatever stage your case is in, “ABC” has to be a way of life.Īlthough “Always Be Closing” is a necessity, it won’t be the only thing needed to put your practice into growth mode. This could be an initial appointment, a fact find, a presentation, underwriting, or completing account funding. Every time we speak to a prospect or client, our natural way of speaking must be positioned to move that prospect to the next part of the process. Most people are familiar with “ABC” which means “Always be closing“! In the life insurance business, that needs to be a way of life. There are many things one needs to do to grow a life insurance practice, like specializing in a specific area of our business, hiring a great administrative assistant, and of course, prioritizing your time, but the best advice I could give and what has worked very well for me is …. Having a successful career in the life insurance business for over 40 years has taught me a few important things that I am now able to pass on to other agents. What key piece of advice would you give other agents who are looking to grow their practice?
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