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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
Disability Insurance
Hello everyone! Let me introduce myself; I am Kristi Munoz the newest member here at Producers XL. Some of you I have already talked with and know me as Kristi Brin; well, I recently got married! I am excited to be a part of the Team here at Producers XL, and I look forward to helping you with ALL your Disability Product questions, quotes, and marketing ideas. Disability Insurance “Everyone who relies on a paycheck […]
Bundling Benefits
Bundling Benefits with Guaranteed Universal Life By now everyone has heard of ‘bundling’ in order to receive a better deal or discounts on everything from your cable/internet/phone provider to your car and homeowners’ insurance. As agents, we get paid to provide solutions to our clients. We don’t want to make them “insurance poor”, but we do want them to have a strategy for the big challenges in life. If they die prematurely, get sick, […]
Business Planning Services
Open Doors with Complimentary Business Planning Services Business owners have ranked business protection as their highest priority since 2010. When planning for the future, they face a triple threat when it comes to disability. They need to consider personal income protection as well as business continuation and succession planning needs. Principal® offers complimentary informal business valuations and buy-sell reviews from our own CPAs and attorneys to help shed light on these potential business protection opportunities. […]