Five Reasons Why Gradient Is the Swiss Army Knife for Life Insurance and More – InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.ℱ

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home
Topics
    • Life Insurance News
    • Annuity News
    • Health/Employee Benefits
    • Property and Casualty
    • Advisor News
    • Washington Wire
    • Regulation News
    • Sponsored Articles
    • Monthly Focus
  • INN Exclusives
  • NewsWires
  • Magazine
  • Webinars
  • Free Newsletters
Sign in or register to be an INNsider.
  • Exclusives
  • NewsWires
  • Magazine
  • Webinars
  • Free Newsletters
  • Insider Pro
  • About
  • Advertise
  • Editorial Staff
  • Contact
  • Newsletters

Get Social

  • Facebook
  • Twitter
  • LinkedIn
Gradient Financial Group
 Archive: Gradient Financial Group
Order Prints
September 1, 2022 Gradient Financial Group No comments Views: 0
Share
Share
Tweet
Email

Five Reasons Why Gradient Is the Swiss Army Knife for Life Insurance and More

By Brian Lucius, Chief Distribution Officer Sponsored By Gradient Financial Group

Today, financial professionals offer more to their clients than ever before. The business is less about products and more about relationships and referrals. That’s why having a brand is a must.

Consumers want substance — you have to prove you are well-versed in your discipline through TV, radio, podcasts and more. They want to know your strategy for the business if one day you can’t show up to manage their retirement plan.

After nearly 20 years in the industry, Gradient has seen the challenges advisors face in accomplishing their goals and found ways to help advisors overcome those challenges. Here are five ways Gradient uniquely serves advisors, and why it might be the Swiss Army knife you need for your financial and life insurance practice:

1. Life Insurance through Enhanced Planning

You may have heard enhanced planning referred to as estate planning, tax planning or advanced planning, but those terms are often associated with high-net-worth individuals. Gradient believes “enhanced planning” better describes what many financial professionals and their clients are facing — their legacy.

Life insurance is a major component of enhanced planning and meets a variety of needs. Because many people don’t believe they need life insurance, it’s best to start a conversation about life insurance by discussing the problems you (and your clients) want to solve and what you (and your clients) want to leave as a legacy.

“Buying life insurance is an emotional purchase. It’s the conversations around what would happen to your kids if you didn’t wake up tomorrow,” says Brian Lucius, Gradient’s Chief Distribution Officer. “What would happen to your family and where would your assets go? Most people don’t have a plan in place to address this.”

Gradient recently launched a comprehensive training program to educate advisors on the importance of bringing enhanced planning into the holistic financial planning process. The enhanced planning program works in tandem with Gradient’s Succession Planning University, a two-and-a-half-day live training event in Minnesota, which focuses exclusively on the advisor’s business.

2. Implementation

Gradient has a track record of implementing systems to connect financial professionals and their clients to a confident financial future, including assets under management; creating a recurring revenue stream for financial professionals; and technology infused with industry knowledge, strategy and processes.

“There’s a big difference between making something available for advisors and actually being able to help them implement it in their practice,” says Lucius.

While some IMOs offer multiple tools and approaches, they leave the burden of understanding how to use them successfully in a financial practice to the financial professional.

That’s why Gradient has developed systems to streamline your practice, allowing you to easily achieve repeatable success and scale your business.

3. Technology

Technology is another key component of Gradient’s platform, because it helps build an efficient, easy and successful process.

Lucius says, “Technology makes you more efficient and it helps ensure advisors don’t miss critical steps in the process.”

Using Gradient’s online information gathering tool eliminates duplicative work and ensures you don’t miss important questions in client conversations. Gradient’s proprietary Virtual Advisor¼ technology and the Generational Vault¼ for storing critical documents are tools designed to meet the needs of today’s sophisticated advisor practice.

“Our world today is about convenience. You must have a practice that is easy to access, easy to use, and facilitates increased communication with your clients,” explains Lucius.

4. Marketing and Branding

Today, you must differentiate your brand, which means having your marketing dialed in.

Advisors who understand this are seeing their practices grow as their brands become more recognizable in their communities.

Gradient has an innovative in-house creative design firm that focuses on results. “Our team equips financial professionals of all shapes, sizes and stages to ensure you stand out in a crowded financial landscape,” says Lucius. “Whether you want to use our proven marketing material or develop your own, we have the time, talent and resources to make sure your brand is taking advantage of every opportunity.”

5. Focus on Creating Happy Clients

“As producers know, the long-term success of their business is really a happy client,” says Lucius. “Happy clients bring more assets and referrals. Happy clients stay with you. So, if you have the tools necessary to make their retirement what they want it to be, you end up with a more solid practice.”

To learn more about how Gradient can help you build your business through life insurance, visit the website IMOForTodaysAdvisor.com.

Older

The Outsourced Insurance Desk: A tool for achieving better client outcomes

Newer

Evaluating Whole Life Products in Uncertain Times

Advisor News

  • Fed slows rate hikes even as Powell says there's more work to do
  • Mortgage rates in U.S. fall again, hit 6.09%
  • 1 in 3 Americans struggling financially but goal-setting is a game-changer
  • Advisors bet on US stocks to outperform in 2023 amid tech rebound
  • Investors want more ESG information from companies
More Advisor News

Annuity News

  • Study: Does pessimism really suppress annuity sales?
  • Sweet streams of income: ChatGPT, the bard of annuities
  • F&G Annuities & Life announces equity investment in life IMO SYNCIS
  • Investors scrambling to lock in rates propel annuity sales to record highs
  • North American and Annexus launch new fixed index annuity
Sponsor
More Annuity News

Health/Employee Benefits News

  • Will plan fix California health care?
  • Insurance giant Elevance to move into 15th state
  • Medicare card scam targets seniors for personal info
  • Yes, states are re-checking Medicaid and CHIP eligibility starting in April
  • Annual wellness exam is key to a healthy year for older adults
More Health/Employee Benefits News

Life Insurance News

  • Chris Wilson tells court former friend Murdaugh confessed he was ‘stealing money’
  • State's motive testimony could prolong Alex Murdaugh murder trial
  • Equitable expands portfolio in VUL market
  • New date set for billionaire suspect accused of bribing state cabinet member
  • House approves bill protecting life insurance payouts from bankruptcy
More Life Insurance News

- Presented By -

Top Read Stories

  • Chicago news roundup: PPP fraud uncovered in Chicago, informant reveals $100K bounty on FBG Duck and more
  • Gov. Carney: Enrollment on Delaware's Health Insurance Marketplace for 2023 Reaches All-Time High
  • 25 people charged in fake nursing diploma operation
  • Missouri Department of Insurance: Over $24 Million Returned To Missouri Insurance Consumers In 2022
  • Connecticut addressing broker shortage amid The Great Unwinding
More Top Read Stories >

FEATURED OFFERS

Meet Encova Life
We know agents matter. You can count on our life team to be high tech, high touch and responsive.

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Life Insurance News
  • Annuity News
  • Health/Employee Benefits
  • Property and Casualty
  • Advisor News
  • Washington Wire
  • Regulation News
  • Sponsored Articles
  • Monthly Focus

Top Sections

  • Life Insurance News
  • Annuity News
  • Health/Employee Benefits News
  • Property and Casualty News
  • AdvisorNews
  • Washington Wire
  • Insurance Webinars

Our Company

  • About
  • Editorial Staff
  • Magazine
  • Write for INN
  • Advertise
  • Contact

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2023 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • AdvisorNews

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.