Life Insurance
| “I won’t need life insurance when I retire.” Have you ever heard a client say that? In the next webinar in our Basic Training Series, we’ll take a look at four different follow-up questions you can use with your clients to help change their point of view and lead to a life insurance sale! |
Training
| You’ve probably heard of asset allocation, but what about life insurance allocation? | |
| • | How much life insurance do your clients need? |
| • | How much should be term or permanent? |
| • | What type of permanent life insurance is right for them? |
| Now you can take away the guesswork and make recommendations based on your client’s preferences. This tool will help your clients determine what they want their life insurance to accomplish for them for their reasons…not yours. Putting their interests first will build trust to help you close more sales. |
Training
Training
| Have you been tempted to quote life insurance on your own but weren’t sure you were doing it correctly? The primary term and GUL quoting engine on our website is actually very user friendly. It allows you to see all our available companies ranked from the lowest price to the highest. Not only that, the site helps you determine your client’s rate class, review the underwriting requirements and even flows directly into both online and paper applications! |
Training
| Have you ever been confused by all the permanent life insurance policy choices available? How is whole life different from universal life? What makes index policies different? What’s a no-lapse guarantee? The fifth session in the Life Insurance Basic Training Series will walk you through the differences between these products so you can confidently direct your clients to the right product for their situation. |
