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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
Key Man Life Insurance Sales Idea
Here are some potential sales ideas to promote “key man” life insurance: Highlight the financial impact of losing a key employee: Explain to business owners that losing a key employee or executive can have a significant impact on the financial health of their business. Key man life insurance can provide the necessary funds to cover expenses such as hiring and training a replacement, paying off debts or liabilities, and covering lost revenue. Emphasize the […]
Year-End Contributions for Taxes
It is that time of the year again when we must do the one thing that most people dislike; TAXES!! It is also the time of year when folks can make last minute contributions to their retirement accounts for the 2022 tax year to claim a deduction. Here are some key discussion points regarding the typical IRA contributions: Contributions for 2022 can be made to a Traditional or Roth IRA until the filing due […]
Now is the time to transfer your Medicare Advantage and/or Part D contracts over to Producers XL
I get asked a lot during AEP if we can move MA & PDP contracts, and unfortunately, it can’t be done. The first and second quarter of the year is a great time to get appointed with Medicare Advantage and Part D carriers. It is also a perfect time to transfer any contracts you may have, especially if you cannot get a release from your current FMO. No Releases Needed From the beginning of […]
upcoming events
Nationwide: CareMatters Together
The fact that many of your clients are living longer means that it’s important to address their potential need for long-term care (LTC) coverage. That’s why I’m pleased to be
June 21 @ 10:00 am - 11:00 amThe Long Term – Angie’s Advice for Agents
Please join Angie the last Tuesday of every month for her insightful and trending podcast on what’s happening in the extended care planning space. She covers topics from elder care,
June 27 @ 10:00 am - 10:30 am