The Cason Connection ›› Financial Services

Posted on April 12th, 2018
Life changes? Bring on the policy reviews

As you know, your life and your business can be a moving target. Situations change and often so do your […]

Posted on December 14th, 2017
Good help is hard to find

I recently had a conversation with an agency owner who realized that less than 10 percent of his clients had life […]

Posted on October 26th, 2017
Breaking the pattern

Many of our advisors are starting to refer their business owner clients to The Cason Group so we can solve […]

Posted on September 7th, 2017
Life Insurance Awareness Month: Review your client’s needs and goals, not just their policies

If you’ve worked with The Cason Group for very long, you’ve likely read multiple blog posts on the importance of […]

Posted on August 23rd, 2017
Protecting the Millionaire Next Door

It’s an old book by now, but The Millionaire Next Door is a classic. Small business owners are my heroes, and […]

Posted on June 7th, 2017
Protect your Client’s Business with Life and Disability Insurance

Do you work with business owners? As an advisor you want to make sure those businesses are protected.  You also […]

Posted on April 27th, 2017
Take the Pain out of the Life Insurance Application Process

Selling life insurance can often be a long and painful process. From phone interviews, to trying to find time to […]

Posted on February 22nd, 2017
The Top 5 Life Insurance Underwriting Niches

It’s always fun when you can help someone solve a tough problem! With our carriers, we have many opportunities to […]

Posted on December 7th, 2016
The Importance of Policy Reviews

One of the most important aspects of a client relationship is knowing how valuable you are as a partner. Understanding […]

Posted on August 25th, 2016
Leverage The Cason Group’s Call Center & Benefit Enrollment Software to serve clients and increase revenue

According to a survey from LIMRA, more than 30 percent of American households do not have life insurance. And of […]

Posted on August 4th, 2016
Multi-Life Disability Insurance

Which is easier? Selling one Individual Disability Income policy at a time, or selling multiple disability insurance (DI) policies at […]

Posted on July 6th, 2016
Financial Services: 3 Reasons Business Owners should consider Indexed UL

Are you skeptical of indexed universal life (IUL) products? I know I was. Thanks to the NAIC, the days of […]

Posted on June 9th, 2016
How to Sell Life Insurance to Millennials

According to a 2015 U.S. Census Bureau report, millennials, those who were born from approximately 1982 to approximately 2000, have […]

Posted on May 11th, 2016
The More You Know About Disability Insurance

“33 percent of Americans in the labor force will likely become disabled before the time they retire.”  – LIMRA What […]

Posted on April 14th, 2016
Financial Services Call Center: More Business, Less Work for You!

At The Cason Group, we are constantly looking for ways to serve our agents and help them grow their business. […]

Posted on March 3rd, 2016
Life Insurance: How to Use The Cason Group to your Advantage

Are you looking for ways to increase revenue but not sure how to do it? Do you have an existing […]

Posted on February 10th, 2016
Cash Value Life Insurance

What if you could improve a client’s health class in one week from Standard to the best health class without […]

Posted on December 10th, 2015
Life Insurance: Refinance your Clients’ Policies

Are you currently in the practice of re-writing your clients’ existing life or disability insurance policies? Some folks might believe […]

Posted on September 16th, 2015
Life Insurance Awareness Month: Review your Clients’ Policies

When is the last time you reviewed your clients’ life insurance policies? I’ve noticed lately that many of the larger […]

Posted on September 10th, 2015
Kick off the Fall Season with Life Insurance Awareness

I love the fall. I love it when the temperature begins to drop, when the days shorten just a bit, […]