Skip to content
Financial Brokerage
  • Markets
    • Annuities
    • Disability Income
    • Employee Benefits
    • Final Expense
    • Health
    • Life Insurance
    • Long Term Care Insurance
    • Medicare
    • Worksite
    • All Markets
  • Contracting
  • Quotes
  • New Business
    • iGO-e-app
    • Drop Ticket
    • Medicare Supplement New Business Submission
    • Forms
    • Underwriting
      • Accelerated Underwriting Guide
      • Nailba Field Underwriting Guide
      • Underwriting Requirements
      • XRAE
  • Incentives
    • Incentive Trip
      • Napa Valley 2026
    • Shared Success
    • Cash In on Your Success
  • Social Media
  • Services
    • Advanced Life Case-Design Specialist
    • Blog
    • Email Marketing & Newsletters
    • Website Hosting
  • Training
    •  Basic Training for Life Insurance Sales
  • About Us
  • Login
Use Your Own Book of Business
Presented by Gary Peterson Here is an opportunity that several of our agents have offered to their clients and received great results. Give me a call and let’s see if you have any of your clients available. The hottest leads you will ever have is your own book of business. You’ve already sold something to your clients so there is a big trust factor involved in these relationships. Do you think they will take the time to listen to what else you have to say? YES! Right now, you have as many leads as you have clients and just because the sale you made was recent, doesn’t mean they don’t need help in other areas of their life. Below are some great opportunities that exist within your book of business. These are great reasons to reach out to your clients and discuss the need for life insurance. If you have clients with recently added financial responsibilities such as having a baby, buying a house, been promoted with a higher salary, have come into money by inheritance, settlement, taking care of their parents, etc., then the TOP Program is a Fast and Convenient way of getting up to One Million of additional coverage on a non medical basis. If your client has purchased term insurance from one of 70 approved carriers within the last five years, Standard Risk Class or better with a minimum face of $100K, then they may be able to get up to $1M of coverage with NO Blood or Urine analysis necessary.
Six Questions for Six Life Insurance Sales to Seniors – Part 2
Annuity Hybrid LTC Plans

Leave a Reply

You must be logged in to post a comment.

Recent Posts

  • Direct-to-Consumer Life Insurance Sales
  • Seven Reasons To Offer Single Premium Whole Life
  • He said, she said…Long-term care solutions spouses can agree on
  • The BIG 3 Advantages of IUL
  • The Sequence of Returns Does It Really Matter in Retirement?

Archives

Categories

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
Financial Brokerage logo
  • 402-697-9998
  • 800-397-9999
  • 11301 Davenport St
  • Omaha, NE 68154-2629
  • About Us
  • Privacy Policy
  • Blog
  • Change Password
  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
  • All rights reserved ©2022 Financial Brokerage.
  • For agent use only. Not for public distribution.
Theme by Colorlib Powered by WordPress