Saving the Day 101: The Bene Check

Oct 22, 2020

We’re nearing the end of a tumultuous year. You’ve felt the impacts of current events on your own life, and your clients have, too. If only you could help them prepare for their financial futures by taking them through two simple steps.

Oh, wait. You totally can. 

Grab your sturdiest dinner plate and dust off the wooden sword you got at Medieval Times five years ago, because you’re about to be your clients’ knight in shining armor.

 

Saving the Day 101 Email.png

Saving the Day 101: The Bene Check

With the holidays fast approaching, your clients likely have family on the mind. That makes this the perfect time to give them a call and do a beneficiary check-up - or, as we at Brokers Alliance like to call it, a “bene check”.

The bene check process is straightforward: You call up a client who already has a policy, and you have a conversation with them. Let them know you’re thinking about them and their family’s well-being in these crazy times - How are the kids doing? Enjoying working from home, or can’t wait to go back to the office? Find out how they’re doing and show them that you truly care.

And since you truly care, naturally you’ll want to make sure your clients and their families are protected in exactly the way they want. It’s as easy as, “Hey, since I have you on the phone, I wanted to do a beneficiary check and make sure things are in order. I see you named your son Kevin as your 100% beneficiary three years ago, and you didn’t name a contingent. Has anything changed?”

That’s all it takes, and your client will appreciate your introducing the idea of making sure things are in order on a policy they’ve already purchased. It gets them thinking about the things and people that are important to them and how to make sure they get taken care of, no matter what happens.

And how, you may ask, are you going to help your clients make sure those needs are taken care of? Check out Saving the Day 201 and learn how to help protect your clients against a monster that threatens us all: inflation.



Category: Life Insurance

Category List


Tag List

life insurance quotes (1)
IUL (15)
industry trends (1)
Production (1)
gul (4)
advanced planning (2)
case studies (3)
Life Insurance Awareness Month (6)
Inflation (1)
key person (1)
life 101 (2)
CSO (1)
indexed universal life (2)
Marketing (14)
Webinar (4)
Life Insurance Update Show (9)
Retirement Investment (3)
guaranteed universal life (1)
Required Minimum Distribution (1)
digital tools (1)
Charity (2)
Roth (1)
Donation (1)
business owners (4)
Annuities (36)
Life Insurance Evaluation (8)
virtual sales (3)
IRA (1)
Cash Value (1)
Best Rates (1)
Training Event (1)
Waste Management Open (1)
Alternative Investments (2)
Death Benefit (2)
term (6)
Market (1)
Life Insurance (96)
online resources (1)
Life Insurance Trends (21)
PPC (2)
Quoting Tools (1)
Financial Planning (20)
Life Insurance Brokers (6)
Additional Earning (1)
quoting (1)
selling (1)
Retirement Planning (24)
Social Media (8)
Immediate Fixed Annuities (1)
march madness (1)
Brand Values (1)
Premium Finance (5)
earning opportunities (1)
RMD (1)
illness (1)
myAdvisorCloud (4)
Market Exposure (1)
business solutions (4)
Hybrid Products (1)
2019 (1)
Long Term Care (5)
Variable Annuities (1)
Alternatives (5)
business (1)
Annuity (3)
Product Updates (1)
guarantee (1)
Generation Y (1)
Quotes (1)
Content Building (2)
tools (2)
Healthy Living (1)
Breast Cancer Research (1)
Fixed Annuities (9)
estate planning (2)
Protection (2)
Health Care (2)
Media (2)
funeral (1)
review (2)
Index Universal Life (1)
Facebook (2)
FIA (1)
Brokers Alliance Open (1)
LifeBrain (1)
Financial (4)
agent resources (1)
final expense (1)
Baby Boomers (1)
business planning (6)
life insurance awareness (1)
PBR (1)
Legacy Planning (1)
Video On-Demand (2)
social security (2)
BlackRock (1)
term life (10)
Featured MAC App (2)
living benefits (8)
trends (1)
underwriting (1)
Executive Bonus Arrangement (1)
Retirement ACE (1)
E-App (1)
Gender Gap (1)
savings (1)
private pension funding (1)
Retirement (13)
non-med (3)
Fixed Indexed Annuities (2)
buy sell agreement (1)
Brokers Alliance (8)
rates (1)
Compliance (1)
presentations (3)
permanent life insurance (4)
life happens (1)
hiring (6)
Millennials (6)
analysis (1)
leads (6)
Clients (2)
Economy (1)
Charitable Giving (3)
Advice (1)
premium deposit account (1)
MAC (4)
Income Planning Academy (1)
sales presentations (2)
Universal Life Insurance (4)
Mobile App (1)
Insurance (21)
Deferred Fixed Annuities (2)
MAC App Feature (1)
Legacy (1)
Financial Legacy (6)
DOL (2)
Investments (2)
Long-Term Care Awareness Month (1)
end of year (1)
Annuity Update Show (11)
Beneficiary (2)
Looking Forward, Giving Back (1)
Breast Cancer Awareness Month (5)
Tax Benefits (2)
products (5)
training (9)
Pitch (1)
Sales (25)
sales kit (2)
Leaderboard (1)
Gift (1)
life concepts (1)
Asset-Based LTC (1)
Annuity Concepts (13)
Social Optimization (3)
injury (1)
networking (1)
resources (2)
Brokers (2)
Star Wars (1)
Sales Concepts (18)
Tips (4)
Indexed Annuity (3)
Illustrations (1)
MYGA (10)
Income (1)
Life Quotes (4)
Benefits (1)
Life Insurance Broker (15)
advanced markets (1)
business owner solutions (1)
Prospecting (6)
PIA (2)
Life Insurance Check Up (7)
consumer marketing (8)
Retirement Strategy (4)
Interest Rates (1)

Tag Cloud

Product UpdatesLife QuotesGender Gaplife insurance quoteskey personFIAbusiness ownersLife Insurance EvaluationLifeBraingulend of yearAnnuitylife 101ComplianceLong Term CareHealthy LivingBeneficiaryFinancialProductionRetirement PlanningE-Appestate planningContent Buildingbusiness owner solutionsAnnuity Update ShowIndexed AnnuityLegacy PlanningSalesMarket ExposureBenefitsIncome Planning AcademyMillennialsBrokers AlliancePremium FinanceanalysisIncomeClientsquotinglife insurance awarenessFixed AnnuitiesPIALife Insurance Trendsadvanced marketsfuneralMACInterest Ratesonline resourcesbusinessprivate pension fundingsales presentationsguaranteeBaby BoomersMYGAUniversal Life InsuranceMobile AppAdditional EarningAnnuitiesTipsFinancial LegacyHybrid Productspermanent life insuranceunderwritingQuoting Toolsguaranteed universal lifesales kitAlternativesreviewRetirement ACELegacyLife Insurance Check UptrainingLife Insurance BrokerPPCStar WarsMediaRMDdigital toolsGeneration Ynon-medAnnuity Conceptssocial securityagent resourcesconsumer marketingDonationCharityfinal expensetoolsProtectionMAC App FeaturePitchAsset-Based LTClife happensadvanced planningearning opportunitiesmarch madnessPBRtrendsMarketingLife InsuranceInvestmentslife conceptsQuotesCSOratesDeferred Fixed AnnuitiesinjuryProspectingIRALife Insurance Update ShowBreast Cancer Awareness MonthTraining EventHealth CareTax BenefitsIllustrationsLooking Forward, Giving BackIULLife Insurance BrokersVariable AnnuitiesLeaderboardbusiness solutionsRetirement StrategyIndex Universal Lifecase studiespresentationsnetworkingLife Insurance Awareness MonthWebinarVideo On-DemandSales ConceptsillnessGiftLong-Term Care Awareness MonthBrand ValuesFeatured MAC AppsellingSocial OptimizationmyAdvisorCloudRothCharitable GivingFixed Indexed AnnuitiesBrokers Alliance Openpremium deposit accountBest Ratesindexed universal liferesourcesInsuranceRetirementWaste Management OpensavingsRetirement InvestmentExecutive Bonus ArrangementImmediate Fixed Annuitiesliving benefitsleadsSocial Media2019termAlternative InvestmentsBlackRockvirtual salesindustry trendsBrokersInflationFinancial Planningterm lifebusiness planningRequired Minimum DistributionEconomyhiringFacebookCash ValueproductsDeath Benefitbuy sell agreementDOLBreast Cancer ResearchAdviceMarket


Archive