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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 Forgotten Question in a Year-End Review: What Protects the Paycheck?
As the year winds down, many insurance and financial professionals begin conducting client reviews. We review life insurance, retirement accounts and beneficiaries. We talk about Medicare, health insurance, long-term care and retirement planning. But there is one financial asset that is surprisingly easy to overlook: the client’s ability to earn an income. For most working clients, their future income may be worth more than almost anything else they own. Consider a 40-year-old earning $100,000 per […]
Turning Awareness into Opportunity
Fall is more than a change of season. It’s a natural time to reconnect, reflect, and help your clients prepare for what’s ahead. As summer winds down and families settle back into their routines, agents have a valuable opportunity to turn increased awareness around life insurance into meaningful conversations with clients and prospects. The fall season is the perfect time to start the Conversation. Life insurance often moves to the bottom of the to-do list. […]
The Market Has Changed. Has Your Clients’ Retirement Strategy?
Every quarter brings a new market story. Interest rates, inflation, the stock market, the economy, and the Federal Reserve continue to give investors plenty to think about. And after a strong summer for stocks, September is once again reminding investors that markets can change quickly. For advisors, that uncertainty can create an opportunity—not necessarily to predict what the market will do next, but to help clients focus on what they can control. A Good Time […]
upcoming events
Producer’s XL Persiflage Copy
September 29 @ 10:00 am - 10:30 am
Monthly Podcast with topics covering all areas of the insurance industry