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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 Scam Alert: Help Clients Protect Their Benefits
Medicare scams continue to target older adults across the country. As ProducersXL agents, you can help clients recognize these scams and protect their Medicare benefits. Be Cautious of Unsolicited Calls, Texts, and Emails If a client receives a call, text message, or email from someone they do not know offering free medical equipment or healthcare services, they should not respond. Instead, they should hang up, delete the message, or ignore the communication. Scammers often try […]
Summer Fun, Sun, and Smart Insurance Planning
Summer brings vacations, family gatherings, road trips, and outdoor adventures—making it an ideal time for advisors to prompt timely insurance reviews with clients. Major life events often happen during the summer months, including new homes, weddings, growing families, and retirement planning, and each milestone can create a meaningful change in insurance needs. A focused review of life, health, disability, or extended care coverage can help ensure each client’s protection keeps pace with life’s changes. For […]
Disability Insurance: The Coverage Clients Don’t Ask For—But Often Need Most
What Happens If the Paycheck Stops? When most clients think about protecting their future, they think about life insurance, health insurance, retirement accounts, and savings. Yet one of their most valuable assets often goes uninsured—their ability to earn an income. A serious illness or injury can impact a person’s financial life long before it becomes life-threatening. Mortgage payments, utilities, groceries, vehicle loans, payroll obligations, and business expenses don’t stop simply because someone can’t work. As […]
upcoming events
Producer’s XL Persiflage
June 30 @ 10:00 am - 10:30 am
Monthly Podcast with topics covering all areas of the insurance industry