What Social Security Seminars can do for YOU –…
Presented by Brian Leising Some things are better together, like peanut butter and jelly, nuts and bolts, I’m sure you’ve seen the commercials. I want to talk about two types of people that go better together: baby boomers nearing retirement age and insurance producers looking for new clients. Do any of these problems apply to you? You have trouble seeing enough new people every year. You are tired of cold calling and the low response rate on your direct mail pieces. You are not internet-savvy enough to prospect via social media. You are not getting enough referrals. You are looking for new ways to get in front of qualified prospects to sell annuities, life insurance and long term care. While there is no magic bullet to get in front of more people, this system may be close. Social Security seminars are driving new prospects in the door and here’s why: Every day 10,000 people turn 65 in the United States. Imagine the number of people closing in on that age, staring retirement in the face. There is a huge demand for knowledge regarding retirement income planning. People are wondering “how long will my money last?” Not all are getting the help they need. Big money managers don’t want to take the time to help the average Joe. The trouble is, America is mostly made up of average Joes. Average Joe also has a deadline. He knows he has to make a decision on Social Security. Whether it’s the Federal government’s age-based deadline or his own desire to retire by a certain age, he has a deadline. People act when they have a deadline. Who’s going to help them? You are. Check back next week to learn how.2015 is Almost Here
Presented by Gary Peterson To help jump start your business see below. Life insurance left untouched may no longer be meeting your clients’ needs. By implementing a periodic policy review as part of your client retention process, you will keep a client’s protection program up-to-date and provide a valuable after-the-sale service. The net result will be happier clients, the identification of additional sales and more referral introductions. Here are some great resources to help you build policy reviews into your sales and service processes and make the most of every client relationship. Prospect in Your Client File Annual Review ChecklistHigh Deductible Survival Plan – Part Three
Presented by Brian Leising In parts one and two, I explained how a basic term life policy with a critical illness provision could help your clients pay their health insurance deductibles in the event of a major illness. In this part, I will introduce methods and tools you can use to market this new term life policy to your existing clients. Since we’re talking about your existing health insurance clients, you already know who your target audience will be and have their contact information. Why not stay in touch with your clients the old fashioned way, through the mail? Better yet, start using an e-mail campaign system. The graphic design team at Financial Brokerage has developed a piece you can use with your clients to drive interest in this concept. We can work with you to have this same piece emailed to your clients on a regular basis. If you are not taking advantage of social media to stay in touch with clients and find new ones, now is a great time to start. Posting helpful advice on your business Facebook page, Linked-in and Twitter accounts costs you absolutely nothing. If you are not familiar with these free online platforms, our Guide to using Social Media can help you get started. All of these resources are available for agents contracted through Financial Brokerage. We can also provide access to the insurance carriers that currently offer critical illness benefits in your state. There is no reason to make your clients wait until they are dead to benefit from their term life insurance policy.Lunch and Learn
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