As we close out 2023, I wanted first to say, “THANK YOU”. Thank you for your business, but more importantly, thank you for your friendship. If you are new to the Produces XL family, we are grateful for your new relationship with our agency and hope your experiences thus far have been good. If you’ve known us for years, we thank you for your continued partnership and loyalty.
As we look back over 2023 and then forward to 2024, I’m sure some have had difficult times, and others have had lots of opportunities. With both, I hope we’ve been part of that journey. We want to spend time getting to know you and your practice better in 2024. Maybe you’ve worked with us for your client’s life insurance needs but never explored disability income solutions for your clients. We can help. Maybe you’ve worked with us for Medicare solutions but never explored ancillary lines like short-term home care, dental/vision/hearing, and final expense solutions. We can help. Or maybe you use us for annuity solutions but never thought about the power of repositioning some of those annuities into another annuity to solve the long-term care needs of your clients. For example, you can leverage existing annuities and offer LTC benefits without paying taxes on the gain inside the annuity. We can help.
What I would ask of you for 2024 is to be open to new ideas, available to new markets, and open to allow us to help grow your revenues without adding staff or extra expenses. Have I mentioned that you likely know Medicare is important (and complex), and we all have clients that are in that age demographic? Maybe you don’t want to sell it, but you’ll take a commission split. We can help.
I want to conclude this last newsletter by saying, “Thank you” again, and here’s to a successful 2024. We look forward to a successful 2024 with you.
Merry Christmas and Happy New Year!