Jodie Lythgoe’s Post

I have been retired for a few years, but I still have #insurance issues on my mind. Like Hotel California, you can check out, but you can never leave. Topics still bubble up. Since I'll be roving tomorrow in a nearby national park, I'll be surrounded by thousands of acres of vacant land. Or will I? Is that an apt description? What say ye, #underwriters and #agents on the Vacant Land definition? I've included an excerpt from my book on GL Underwriting.* If you have additional interest, you can see a description and reviews of the book at: https://lnkd.in/eU38jevn. *Note that a thorough reading of the appropriate form is critical to comprehension. Forms change. Being on the right page in the #insurance world is a pretty big deal.

💡 How I'm helping insurance professionals build wealth! > I wrote a free e-book "Ensuring Wealth" that's focused on teaching the in's and out's of passive real estate investing to insurance professionals! > This is a play book on how to get involved in private real estate investments. > Allowing you to rely on my team to vet operators, underwrite deals, conduct site visits. 🔥 Looking for insurance professionals who want to build wealth beyond the insurance industry - comment "Wealth" below for a free copy of our book!

A few months ago, I had a prospect who wanted a second look at her policies. After running quotes, I realized she could be paying 4x less for the same coverage. But instead of making the sale, we decided to take a closer look. Turns out, she didn't need to be paying for that Whole Life policy and we weren't sure what coverage her other policy included. My job isn't to sell insurance, it's to make sure you have peace of mind. Months later, we were finally able to get the information we needed. We're now taking a look to see IF she even needs our help. The most freeing experience is telling someone you're going to look and see if they even need your help. Because they might not. And you will have saved them AND yourself a whole lot of time. The best part? This makes you committed to their positive outcome and detached from your own. ________ When's the last time you told a prospect they didn't need your help? ________ Repost ♻️ if you found this helpful. Follow ➕️ for more christian business and finance content.

Doesn’t everyone like scripts? “One liners” are mini scripts. They can get a point across or get a smile, lightening the mood. #financialplanning #financialadvisor #financialadvice #financialadvisors #financialconsultant #financialadvisory #insurance #insuranceagent #insurancebroker #insuranceindustry https://lnkd.in/gpKGBi23

Day 28 of 30 Days to a Wealthier Me: Is your financial team advocating for you and your best interest? First of all let's clarify who typically makes up your financial team -Estate Attorney -Accountant -Insurance Broker -Financial Advisor (aka me) These four people should be working together to help you achieve your financial goals and each one should be your advocate based on their area of expertise Good members of your financial team shouldn't be focused on squeezing every dime out of your pocket. Because when you do right by your client it pays you back over time (through referrals, word of mouth, continued business) To anyone looking to build out members of their financial team trust your gut and make sure that you are working with the people that point out things to protect your wealth, help you avoid pitfalls, help you grow your assets, and move you closer to building your dream life 

Has a client ever said: “We think of you as one of the family.” Plenty of positives come to mind. There are also drawbacks. What are they? My article lists the pros and cons. #financialplanning #financialadvisor #financialadvice #financialadvisors #financialconsultant #financialadvisory #insurance #insuranceagent #insurancebroker #insuranceindustry https://lnkd.in/eSD7mMGT

Half of the financial advising industry is about to HATE my guts! 👉 For context, I've recently been introduced to the Financial Advising niche and got to connect with some amazing people. { Advisors who genuinely care about their clients. { Wealth managers who want to see their client's wealth grow. { Insurance brokers who build life-long relationships and serve their community. But I saw something that fascinated me (it blew me away to be honest): Most of them relied on referrals alone to attract leads and build a client base. Some of them were happy about it (hey...if it ain't broke, don't fix it..) But most of them... well, let's say they wanted a more consistent influx of leads. Also... 😮 None of them were posting on social media 😮 None of them were leveraging video content (the MOST consumed content online). They just didn't "believe" in it. So I spent the past few weeks building the ultimate Do-it-yourself guide to generating leads through social media ONLY for Financial Advisors! It's a 53-page COMPLETE guide that walks you from creating a million-dollar offer to closing qualified leads. Plus, I've recorded a 50-minute video version for those in a rush. I will release it soon. For free. Gratis. Zero. Nada. The traditional firms will HATE me, because this guide alone will eat into their market share if leveraged smartly. If you want to be the first to receive it... comment "I want the guide" below.

I would like to start this by saying that I completely understand that it's hard to discuss private and, at times, very sensitive information with someone you’ve only just met. It doesn't seem natural to most people; I get it. That’s why my first priority is always to establish a relationship with you, understand who you are as a person or a business, and work from there.  The tricky thing is that information that feels sensitive or private, is often essential for me to know for me to do my job well and protect what is most important to you. Over the years I've learned that the effectiveness of my advice is directly linked to the quality of information received from my clients. Here are some things that you can do as a client to help me help you! ✅ Full Disclosure is Key    - The outcomes of financial planning hinge significantly on transparency. I can only protect your financial future effectively when I have a comprehensive understanding of your financial situation and goals. ✅ Collaborative Relationships    - Advising is not just about giving recommendations; it's about forming a partnership. When clients openly share their fears, ambitions, and constraints, it allows me to tailor advice that genuinely fits their unique contexts. ✅ Continuous Dialogue    - Financial landscapes change, and so do personal circumstances. Regular updates from clients about their financial status or life changes ensure that the advice remains relevant and robust. The cornerstone of effective insurance advice lies in the trust and communication between the adviser and the client. I encourage all my clients to view our relationship as a two-way street—where honest and thorough information sharing leads to more accurate and actionable advice. #FinancialAdvising #InsuranceAdvising #ClientEngagement #TrustedAdvisor ________________ I help you navigate conversations (even the awkward ones) about insurance with empathy and kindness. If that sounds like something you need let’s chat.

If you are a business man and run an office then watch this video till the end . . . . SHARE this video someone who may need it GIVE A THUMBS UP if you found it informative SUBSCRIBE us for more such informative content. . . . . . Office Insurance | Office Insurance | Cover | Natural Disaster | . . . . . #insurance #office #claim #naturaldisaster #waterlogging #finance #fintech #financialispeaking #linkedin #learning #linkedincreator #video