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Tools & Resources
Tools for the Modern Insurance Agent Resources & Methods For Protecting Your Client’s Interests
Whether it’s Term, Whole-Life, or Universal the need for life insurance never ends. As an insurance agent, it’s up to you to meet people where they are and find them the protection that they’re in need of. Sometimes that means you’ll find yourself in situations where, without the proper tools, you’ll suffer (or worse, your client will.) That’s why we’ve put together an evolving collection of premium resources for life insurance agents to use in their everyday routine.
You’ll find client handouts and product information. You’ll find quote engines, and sales training. Videos, Rates, Professional Articles, Needs Calculators, Incentives, and More.
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Insights
Facing the Facts: Disability is Closer Than You Think
It’s human nature to think, “It won’t happen to me.” But when it comes to disability, the odds might not be in our favor as much as we’d like to believe. Did you know that more than one in four of today’s 20-year-olds will experience a disability before they retire? That’s a significant number, and it’s not something we can afford to overlook. The common misconception is that unexpected accidents mostly cause disabilities. However, reality […]
Prepare Yourself for the Future
Life Insurance Awareness Month (LIAM) is upon us again for the 20th year now. Time sure flies, which makes me think to myself, am I prepared for my future years? I recently became engaged and bought a house this year. As I’m thinking about all the remodeling and purchases for our home to make it “ours” as well as planning a wedding, one thing I tend to have forgotten is securing our future financially. Two […]
Boosting Sales and Persistency Through Insurance Bundling: A Winning Strategy for Life Insurance Agents
In the highly competitive world of life insurance, persistency — the ability to retain clients and keep policies active over time — is key to long-term success. One proven strategy to improve persistence while increasing sales is bundling insurance products. By offering clients a combination of complementary coverages like Medicare supplements, Final Expense insurance, long-term care policies, and other products, life insurance agents can create comprehensive solutions that meet a wide array of needs. Here’s […]
upcoming events
The Long Term – Angie’s Advice for Agents
Please join Angie the last Tuesday of every month for her insightful and trending podcast on what’s happening in the extended care planning space. She covers topics from elder
November 26 @ 10:00 am - 10:30 am