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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
The Medicare Market Is Booming—Don’t Miss Your Window to Enter
If you’ve ever considered becoming a Medicare agent—or you’re looking for a way to grow your existing insurance business—now is the perfect time to step into the Medicare market. Not next fall. Not when AEP is already ramping up. Right now. Every year, more than 10,000 Americans turn 65, and they’re all making Medicare decisions that directly impact their healthcare and finances. These individuals need guidance, clarity, and a trusted advisor. That’s where you come […]
LIFE INSURANCE DO’S & DON’TS
When discussing life insurance with your client, always remember to ask the simple questions…. Who needs the life insurance death benefit if the insured passes away? 2) How long does the beneficiary need the death benefit if the insured were to pass away? 3) What situation is the client trying to solve? What is the purpose of the insurance? Keep in mind that there must be an insurable interest among the insured, the owner, and […]
Ending 2025 on a High Note — and Preparing for a Strong 2026 Together
As we approach the end of 2025, it’s the perfect time to reflect on the progress, stability,and protection we’ve built together this year. Thank you for trusting us to help safeguardwhat matters most—your family, your business, and your financial future. Your goalshave been at the heart of every conversation, and we’re proud of the momentum we’vecreated.But the close of a year isn’t just about looking back—it’s also about setting you up forsuccess in the year […]
upcoming events
Producer’s XL Persiflage
February 24 @ 10:00 am - 10:30 amCE Credit Opportunity: Long-Term Care Refresher Partnership Course
March 4 @ 9:00 am - 1:00 pm
Monthly Podcast with topics covering all areas of the insurance industry