Ways to Add MORE Value to a Client’s Policy & Your Next Sale
As an advisor, you always look for ways to add value to the insurance plans you recommend to your clients. One example is to suggest a LTC/Chronic benefit rider on […]
November ONE Idea Recap
‘Tis the Season and this ONE Idea Recap is very timely indeed, given the topics! People are particularly price-conscious all year but especially during year-end. We have a November ONE […]
I Wanna New Drug – Underwriting Weight Loss
Huey Lewis had a hit in the early 80’s with the song “I Wanna New Drug”, and while a lot of new drugs have hit the market since then, the […]
When Technology Needs a Human Touch! A Commentary on Web-Based Life Insurance Platforms
We keep seeing advertisements for “tech-enabled brokerage” like the one below, where Modern Life promotes their high tech-enabled platform. I applaud firms that have developed and embraced technology and are changing the […]
A Solution to Lock in Chronic Illness Coverage on a Budget
Do you have clients that are looking for permanent life insurance coverage with living benefits? Perhaps you’ve quoted carriers and shopped around but the premiums still fall outside of the […]
October ONE Idea Recap
It’s the 4th quarter! Summer trips and vacations are over and it’s time to revisit those cases that have been in the pipeline for a while. Your clients have returned from […]
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