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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
Being Prepared for the Unexpected
As I sit at my desk, listening to Christmas music, it always takes me back to when I was a kid and how excited me and my little brother would get for Christmas morning. He always wanted “big” gifts like weights and a weight bench, and I always got lots of smaller gifts. And although he got what he asked for, he always had to sit and watch me open more presents. Now we are […]
Bridging the Retirement Income Gap with Life Insurance
Planning for retirement is more essential than ever. Ensuring you have enough financial income to bridge the gap from Social Security income can require much forethought and planning. During this end-of-year evaluation of what all is important to us and our families, let’s review the realities of Social Security in today’s world. Did you know the average Social Security benefit is only about 40% of a worker’s pre-retirement income (according to www.ssa.gov)? Would that […]
Annuity Overview of 2022 and into 2023
I would like to wish everyone a Merry Christmas and Happy New Year! We have observed many positive rate changes throughout 2022, and a lot of you helped your clients take advantage of the higher safe rates, including the Fixed Indexed Annuities. I want to also thank everyone for helping make 2022 a great year through your support and business. I leave you with a few ideas as to why annuities should be part of […]
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,
January 31 @ 10:00 am - 10:30 am