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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
A Time of Reflection and Gratitude
As we enter December, a time of reflection and anticipation, I want to express my heartfelt gratitude to each of you. Thank you for continuing to trust our agency to support you in meeting your clients’ needs. Our goal is to seamlessly complement your process by addressing the risks that impact your clients’ health or business without diverting your core focus. We strive to enhance your services in a way that aligns with your model […]
The Annuity Opportunity: Why Advisors Need to Act Now
In an era of economic uncertainty, a remarkable opportunity has emerged in the annuity market that demands immediate attention from financial advisors. According to LIMRA, total annuity sales have surged to $331.2 billion in the first nine months of 2024, marking an extraordinary 23% increase and setting the stage for another record-breaking year. This unprecedented growth isn’t just a statistic—it’s a clear signal that the time to act is now. The Perfect Storm of Market […]
We Have Made It! Now is the time to start planning for 2025.
AEP 2024 has come and gone this year, well, at least for the most part. If you are a Medicare agent, you know the relief you feel knowing that December 7th has passed, and you can get back to some sort of normalcy and enjoy the holiday season. However, this is not the case, and we know that over the next few weeks, issues will pop up that we will need to fix. The OEP […]
upcoming events
Producer’s XL Persiflage
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,
January 28 @ 10:00 am - 10:30 am