sales ideas blog 2

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  • MYTHBUSTED! Four reasons for life insurance in retirement (6/2/2022)
    MYTHBUSTED! Four reasons for life insurance in retirement
    “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!
     
  • Life Insurance Allocation Tool – A Quiz For Your Clients (6/2/2022)
    Life Insurance Allocation Tool – A Quiz For Your Clients
      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.
     
  • Life Insurance Quoting – Beyond The Price, What Else Is Included? (6/2/2022)
    Life Insurance Quoting – Beyond The Price, What Else Is Included?
     
     
  • Life Insurance Quoting – Getting Started With A Basic Price Comparison (6/2/2022)
    Life Insurance Quoting – Getting Started With A Basic Price Comparison
    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!
     
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