May ONE Idea Recap
The 2023 summer season has officially kicked off with Memorial Day and AgencyONE hopes you and your family had a happy and healthy holiday weekend! At the end of every month, we provide a recap of the ONE Ideas AgencyONE published during that month. AgencyONE’s ONE Ideas are designed to discuss a range of industry topics that are linked to current trends in Advanced Markets, Case Design, and Underwriting. This ONE Idea offers a summarization of the most recent articles from May with links to the full copy of each.
We started the month of May with a ONE Idea titled “Got FOMO? What you Missed at the 2023 Annual Advisor Conference” This ONE Idea provides a review of the Annual Conference we held at the Dupont Circle Hotel in Washington, DC from April 30 to May 2 and a special bonus session – High Performance Collaborative Teams – that we held on May 3. AgencyONE welcomed existing and new advisors to our largest Annual Conference to date! Our attendees heard from leading speakers and industry experts discussing topics important to you, your clients, and your business. It was a great opportunity for our AgencyONE 100 Advisors to learn, network, meet with their Case Managers and other AgencyONE Associates, as well as Carrier partners. This ONE Idea also provides a link to those speaker presentations that we were authorized to share!
Our second ONE Idea for May is titled “Presentation Options to Help Close Your Next Case” from our VP of Case Design, Ed Stark, CLU, ChFC, RICP. In this ONE Idea Ed discusses the resources and platforms we use to provide you with the necessary comparisons for your client’s cases. Our most popular comparison platforms are The iPipeline Term Quote Engine, Winflex, Ensight, and InsMark. These important tools help AgencyONE accommodate your case design requests and comparisons and are capable of providing simple or very advanced marketing strategies depending on your client’s financial needs. We are also happy to provide specialized comparisons since we build custom sheets on a case-by-case basis. Our goal is to help you successfully sell the case and remain competitive in the marketplace!
Our most recent ONE Ideas are listed under “Updates” on our website homepage. Additionally, a full library exists on your personal Dashboard on our website under the Sales/Marketing tab (you are required to have a website login for access to the complete library). If you see something you like, we can brand it for your company and make it client facing, if necessary. Just let us know.
AgencyONE is pleased to provide these ONE Ideas to help you and your clients gain a better understanding of the planning, product selection, design, and underwriting that goes into the purchase of life insurance (with and without linked benefits), annuities and disability insurance. We hope you find these ONE Ideas helpful when assisting your clients with their financial, wealth, business, and estate planning needs.
Thank you for entrusting your business to AgencyONE. We greatly appreciate the opportunity to serve you and your clients.
Please contact the AgencyONE Marketing Department at 301.803.7500 for more information or to discuss a case.