Our Redbird Ultimate Guide to Writing More Impaired Risk Life Insurance Cases was designed to give agents quick access to the key questions they must ask before submitting an application to underwriters. The last thing you want to do is submit an incomplete application and risk your client being denied coverage.
Fixed Annuity Scenarios: There is nothing scary about annuities. Take the time to educate yourself in order to have a relevant discussion with your clients.
Social Security Seminars ? There is a lot of buzz about this approach to lead generation and we are big fans. But, not everyone has what it takes to pull it off.
Did you know that one in four of today?s 20 year-olds will experience a disabling event before they retire? The M.U.G. Plan is one of the easiest ways to open the conversation with your clients about disability insurance.
Whether you are trying to generate life insurance leads or commercial insurance leads, this strategy works.
Here?s a scenario: one of your clients has an IRA and they want to leave it as an inheritance for their children or grandchildren. What do you do?
We?ve all seen the applications that specifically ask: ?Have you been turned down for life insurance in the last 12 months?? You do not want your clients to answer yes to that question.
John Byrne has a big goal for his business: Focus on 15-20 deals per year and close 7-10. Doesn?t sound too tough huh? John?s deals will generate nearly $1,000,000 in premium and nearly all comes from referrals.
We have been training agents and helping clients with tax-free retirement and have compiled six keys to helping insurance producers get comfortable with indexed universal life insurance (IUL).
Be careful to not always believe what you read. The digital wave in insurance is real but let?s not kill off the independent agent quite yet.