Life Insurance as Easy as 1-2-3

Life Insurance as Easy as 1,2,3
Buying life insurance can be confusing for consumers. Determining how much life insurance is difficult enough, deciding which type of policy is even more confusing. Financial Brokerage has a life insurance allocation tool that helps simplify the conversation. Not only will this tool help determine how much life insurance your clients need, it will also determine the right mix and the right type of policies. That’s not even the best part! This tool will help your client’s determine what they want their life insurance to accomplish for them for their reasons…not ours. Simplify the conversation and putting their interests first will build trust to help you close more sales.

Interested in adding more value to your term life…

 
 
Interested in adding more value to your term life insurance sales?
 
 

Price is not always the most important feature for your clients. Learn who offers living benefits, premium discounts, streamlined underwriting and the best conversion options. You’ll never have to rely on price again!

 

You don’t have to settle for less than the…

Financial Brokerage has partnered with ITC to provide you with top website technology Insurance Website Builder so your firm can have a great insurance website.

What This Partnership Means for You:
  • Your choice from the Silver, Gold, Platinum and Emerald website plans
  • $150 off setup
  • A professionally designed website that is secure, PCI and HIPAA compliant
  • Administration consoles that gives you control over the website content
  • Mobile friendly design that can be ready is as little as 10 business days
  • Quote and customer service forms
  • And much more
The best time to plant a tree is 50 years ago. The second best time is today. Same goes for your firm’s website.
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Want to learn more about building an insurance agency website?
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Ensight Proposal Visualization Software

 
Ensight™
Proposal Visualization
 
 
The first proposal visualization platform, providing an intuitive, interactive customer experience.
 
 
Put Some Life into Your Life Insurance Presentations
Has a life insurance illustration ever lost a sale for you? As insurance producers, we look at pages of numbers every day, we know what they mean, we know how to interpret them. But think back to the first time you ever saw a life insurance illustration. What did you think? I’ll bet you had no clue what you were looking at. Your client has the same problem. It’s no wonder some delay taking action to “think about it,” or would “like to study this illustration further.”
Increase Customer Understanding & Sales Conversion
With the prevalence of the internet, paper-anything is obsolete. Everyone has a smart phone or even a smart watch. In fact, over eighty-three percent (83%) of consumers learn visually. Customers have new expectations and prefer a visual, digital buying experience. What if you had a software presentation that could captivate your customers and take them on a personalized, interactive journey?
What’s The Solution?
Assurance’s Ensight™ Proposal Visualization platform provides visually stunning, compliant proposals to help you sell more permanent life insurance. It is the perfect medium for communicating complicated insurance topics to prospects and customers. You can interactively walk clients through a beautiful on-screen graphical presentation of illustrations, easily comparing the best side-by-side. Ensight is perfect for face-to-face meetings or virtual engagements through Skype™ or Go To Meeting™.
What Does It Look Like?
The new software from Ensight ™ brings your clients’ numbers to life. No more black and white ledger lines. Now values are represented by a colored line that spans the client’s lifetime. Better yet, the presentations are interactive. By moving your mouse, your client can see several different values during any policy year. They can see their cash flow for supplemental retirement income, the internal rate of return in fixed asset alternatives and the leverage gained with wealth transfer policies.
Need Another Reason?
Enhance Compliance With Policy Comparison and Data Retention
In this age of compliance with the best interests of the client in mind, the Ensight ™ Proposal Visualization platform makes compliance with the emerging regulatory environment easy. All comparison proposals are tracked. A full digital audit trail is automatically archived in the Cloud, including a revision history. If you do need the full compliant illustration, it’s still there for you, just a click away.
How Do I Start?
Want to take a look? Here’s a virtual tour of the presentation system. These presentations are available to all contracted agents through Financial Brokerage.