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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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upcoming events
NAIC Model Regulation 275 requires sales process changes
Attention New Mexico, Wisconsin, and Maryland producers NAIC Model Regulation 275 requires sales process changes In New Mexico and Wisconsin: EFFECTIVE DATE: Oct. 1, 2022 and TRAINING REQUIRED BY: Apr.
October 1, 2022 @ 12:00 am - April 8, 2023 @ 12:00 amThe 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 care,
December 27 @ 9:00 am - 9:30 am