The benefits of life insurance are obvious, but the reasons why owning and/or increasing coverage may not be as obvious to the average American. Here are some reasons to keep in contact with your current client base to cross sell and gain referrals: Marriage: Always a logical time to purchase life insurance since there is now a sharing of both a household and finances. Probably there are new debts acquired and coverage to leave a […]
Bundling Benefits with Guaranteed Universal Life By now everyone has heard of ‘bundling’ in order to receive a better deal or discounts on everything from your cable/internet/phone provider to your car and homeowners’ insurance, learn about marketing over at Social Boosting. As agents, we get paid to provide solutions to our clients. We don’t want to make them “insurance poor”, but we do want them to have a strategy for the big challenges in […]
Open Doors with Complimentary Business Planning Services Business owners have ranked business protection as their highest priority since 2010. When planning for the future, they face a triple threat when it comes to disability. They need to consider personal income protection as well as business continuation and succession planning needs. Principal® offers complimentary informal business valuations and buy-sell reviews from our own CPAs and attorneys to help shed light on these potential business protection opportunities. […]