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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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The benefits of life insurance are apparent, but the reasons why owning or increasing coverage may need to be more evident to the average American. Hence, these are great reasons to contact your current client base to cross-sell and gain referrals. Marriage: It is always a logical time to purchase life insurance since there is now a sharing of both a household and finances. New debts are probably acquired, and newlyweds should consider adequate coverage […]
We talk a lot about the high-interest rates we are seeing throughout the industry, and because it has been a long time since we have had rates this good, it’s worth the conversation. Additionally, we talk about the safe money in the Multi-Year Guarantee Annuity (MYGA), and the rates keep climbing; how long will that last? Hopefully, for a while yet. But I also want to remind everyone that while we have great rates on […]
What if there were a form that gave structure to your appointments? And what if that form also helped you cross-sell with minimal effort? There is, and that form is called by many as a fact finder. Here’s everything you need to know about fact finders in the senior market, from fact finders you can download right now to best practices on using them effectively. What is a Fact Finder? An insurance fact finder is […]
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,December 26 @ 10:00 am - 10:30 am