BA Blog

Jul
10
2019
Life Insurance
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.
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Jun
24
2019
Life Insurance
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!
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Jun
10
2019
Life Insurance
LifeBrain is a 21st Century Life Insurance Fulfillment Technology custom designed to make life insurance sales secure and simple.
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May
23
2019
Alternatives
While the typical bank CD or money market rate is hovering right around 3%, annuity carriers are topping those rates with their MYGA products. That’s why we offer alternatives, such as MYGAs, from annuity carriers.
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May
16
2019
Media
If you wanted to help a client with a quote out in the field, could you? Are you prepared to present to prospects anytime and anywhere? Now, with the myAdvisorCloud Mobile App, you can be!
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May
09
2019
Life Insurance
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.
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May
02
2019
Sales
This time of year, your clients are probably on a spring cleaning kick. They’re in the mood to refresh their homes, their cars, their workspaces...but what about their finances? That’s where you can step in and help them spruce up their current financial obligations.
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Apr
23
2019
Sales
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.
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Apr
04
2019
Sales
Permanent life insurance, annuities, long term care, and social security can all seem complicated and overwhelming to new prospects shopping for coverage. That’s why we provide consumer presentations that help to simplify these concepts and allow your prospects to enter into a purchasing decision with confidence.
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Mar
27
2019
Sometimes, prospects and clients aren’t sure exactly who to name as a beneficiary on their life insurance policy. Here are some tips you can share with them...
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