Media
Jul
10
2019
Life Insurance
Business Owner Solutions: Revisiting the Buy-Sell Agreement
If you have clients who own their own business, it’s fair to assume their business has increased in value in the past ten years. Unfortunately, the amount of years they need to work before retiring has increased, as well. This is an opportunity for you to reevaluate your client’s current Buy-Sell Agreement and help them update the policy to better fit their current and future needs.
Oct
24
2019
Retirement
National Retirement Security Week
This week is National Retirement Security Week. Now is the time to discuss with your prospects whether they have a plan for retirement.
Sep
18
2019
Sales
Life Insurance to Save for College Tuition
Unless your clients started saving years ago, odds are that they need a savings plan right now to afford the costs of sending children to college. As a financial advisor, you can step in with a unique, but effective solution: permanent life insurance.
Sep
12
2018
Annuities
September 2018 Annuity Update Show
We believe that in every annuity sale there lies a life sale. So, in the September 2018 Annuity Update Show, your host, Emily, discusses two ways to go beyond just insuring your clients assets, then we’ll review how you can quickly view the hottest MYGA rates, and finally we’ll share a marketing piece that will assist you in reaching a much larger demographic.
Jul
17
2020
May
09
2019
Life Insurance
Refresh Your Knowledge Base: Life 101 Video Training Series
Studies show that the best way to retain information is to relate it to information/scenarios you already know. That’s why a good refresher on basic info that you’ve already learned can give you an advantage out in the field. Even if you passed your Life Insurance exam years ago, going back into the 101’s could help you make connections that are more relevant now that you’ve been selling for a while.
Jun
24
2019
Life Insurance
Virtual Classroom You Can Access Anytime
Whether you're new to the business or seeking to learn more about a certain product type, our live webinars and recorded videos will make sure you are always on top of the latest trends, products and concepts in the industry!
Jul
17
2019
Life Insurance
Award-Winning Permanent Life Consumer Presentation
An illustration can only get you so far. Sometimes, prospects can get lost in the numbers and need a better way to visualize the added value that Permanent Life products can provide. That’s where the 50 Ways to Need Your Coverage presentation can help re-engage your clients.
Aug
25
2020
Sep
03
2020
