If you have clients approaching retirement who are unsure of what to do with the wealth their investment properties have generated, here are some considerations that may help as you review their long-term goals and strategy.
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Financial professionals looking to add life insurance, long term care/linked benefits, disability insurance or annuities into their practices can leverage these ideas and tools to help finish the year strong.
Why a life insurance policy appraisal should be part of your toolkit
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Thanks! It has pockets! — Understanding the needs of our insurance clients
Uncovering the “pocket” opportunities for clients allows the financial services industry to move away from the one-size-fits-most approach and get into the tailored, personalized approach that we see becoming more in line with what clients are looking for.
Policy review: Make sure your clients’ life insurance is still working for them
Change may be inevitable, but by addressing the shift in goals that comes with change, we can help our clients be prepared to live their lives, knowing their goals can be met with your guidance along the way.
Not every sale can be a ‘whale’
Don’t forget about the impact a life insurance sale of any size can have on clients and their loved ones.
Helping younger clients get the most of a good thing
It’s essential to meet younger clients where they are and help them plan for wherever their lives may take them.
COVID-19’s ongoing effect on life insurance underwriting
The challenges of long COVID-19 can play havoc with getting a client underwritten for life insurance.
Why this is a golden age for life insurance
COVID-19 has created opportunities and prompted conversations that the industry should embrace to close the coverage gap and promote better outcomes for our customers.
Carriers burdened with legacy technologies and outdated manual processes are severely limited by losses due to fraud and operational inefficiencies. Cumbersome application and underwriting processes further restrict revenue growth.
In my work as a disability insurance wholesaler, I have witnessed countless times when clients applying for DI were unable to purchase a policy because they already had a disqualifying illness or injury.
Another way for agents and brokers to increase their sales, profitability and competitive edge.
