Video: Prospecting Small and Medium Business Clients
Selling insurance to business owners requires a unique approach. Learn how Jeff Frankhouser uses LinkedIn to get in the door of small businesses. Learn how.
Charitable Planning with Life Insurance
Combining charitable planning solutions with life insurance allows individuals to support causes that are important to them, while also leaving a lasting legacy. See John Hancock's recently updated, client-approved Charitable Planning Client Guide for a comprehensive overview on charitable planning, as well as this new underwriting flyer, which gives you insights into what their underwriters look for on these applications, along with some case studies.
Six New ‘Grab-n-Go’ Emails
Check out the 6 new “Emails to Financial Professionals” that promote IUL and non-medical underwriting in the “IUL Basics” Campaign in a Box. They are HTML coded with graphics and images ready to go – just cut and paste! IUL Producer Prospecting.
Advanced Markets: IUL and Estate Equalization with Options
Many of your business owner clients want to pass their business along to family members one day. Usually, though, they have some family that wants to take over the business and some that does not. So using a life insurance policy to provide for those not inheriting the business, under the concept of estate equalization, makes a lot of sense. Read more.
Skip the Legal-speak when Explaining Term Life
Life insurance is about protecting the people or businesses who financially depend on your clients. This booklet can help explain (in consumer-friendly language) why term insurance may be a good option.
Market Insights: Strongest Growth in Years
Second quarter real gross domestic product (GDP) growth came in below expectations at a seasonally adjusted annual rate (SAAR) of 4.1 percent. Still, this was the fastest pace since the third quarter of 2014. On a less volatile year-over-year basis, growth accelerated to around 2.9 percent, the fastest pace in three years. Read more in this week's report.
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