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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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Value quality over price. Expect to pay 1 to 4 precent of your income for a good individual disability insurance policy. With some purchases, cheaper is not necessarily better. Three things that come to mind are life preservers, heart surgery, and disability insurance. Disability insurance is not a commodity; it is a contract that clearly spells out when a claim will and will not be paid. There are significant differences between plans beyond the price. […]
The Federal Reserve announced it’s raising interest rates by 0.75 percentage point, following its September 20-21 meeting, bumping the federal funds rate to a target range of 3.0 to 3.25 percent. With the Federal Reserve applying this type of aggressive approach when it comes to interest rates and combating inflation, it could mean good news for annuity sellers…or maybe bad. According to Mike McCarthy, vice president, distribution strategy for Prudential, in an interview with Editor John […]
Here we go again, rounding out another year. As most of us move into the fourth quarter of each year, we try and wrap up loose ends and set plans for the next year; always knowing all plans need to be flexible but some things we’d love to be constant. Renewals, Retention, and Recruitment are some of the items we’d love to see set in stone. But as we know, not always the easiest to […]
Attention New Mexico, Wisconsin, and Maryland producers NAIC Model Regulation 275 requires sales process changes In New Mexico and Wisconsin: EFFECTIVE DATE: Oct. 1, 2022 and TRAINING REQUIRED BY: Apr.October 1, 2022 @ 12:00 am - April 8, 2023 @ 12:00 am
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,October 25 @ 10:00 am - 10:30 am