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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
Medicare Fraud Alert: Tips to Help Protect Your Clients
Medicare scams continue to rise as fraudsters target seniors in hopes of gaining access to personal information and financial data. Phone calls, text messages, emails, and even social media messages are commonly used tactics by scammers pretending to represent Medicare or healthcare providers. As an insurance professional, you are often one of the most trusted resources your clients rely on for guidance. Sharing simple fraud prevention tips can go a long way in helping beneficiaries […]
VantagePoint MYGA: What It Is — And Why It Matters for Clients
The VantagePoint MYGA from Axonic is a multi-year guaranteed annuity (MYGA) issued by AmFirst Insurance Company, designed to combine the safety of principal protection with a guaranteed fixed rate for a defined term. Here’s how VantagePoint shines: Guaranteed fixed-rate returns over 3, 5, 7, or 10 years — giving clients predictable growth no matter what the markets do. 100% principal protection, meaning no market volatility risk. Clients know exactly what they’ll get if held to […]
upcoming events
Producer’s XL Persiflage
March 31 @ 10:00 am - 10:30 am
Monthly Podcast with topics covering all areas of the insurance industry