Odds are your clients are underinsured. New infographic shows the top three opportunities in life insurance.
Women and Life Insurance
Did you know that March is Women’s History Month? Check out this infographic that highlights the strengths and weaknesses of women’s financial standing.
Look Under the Hood of the 1040 Tax Form to Spot Opportunities
Reviewing your client’s tax return can be an effective way to identify financial protection needs – needs that AXA may help fulfill. With sweeping changes to personal, business and estate taxation with passage of the Tax Cuts and Jobs Act, this review can be even more significant. The links below provide information on what to look for when examining tax returns, next steps and planning options. Click here.
Grow Your Business
Looking for new sales? Start with your own clients. Check out our policy and beneficiary review materials. Looking for new clients? Check out the prospecting to consumers materials. You can grow your business with just a couple of clicks by using our premade and prepackaged marketing emails, social media posts, infostats, etc. Get started here.
Special Needs Planning: How to Financially Protect Your Loved Ones
When caring for someone with special needs, you want to feel like you’re providing the very best care for your loved one. Providing this support can be an enormous responsibility — one that could leave you with concerns about the future. And when it comes to special needs planning, establishing a strong financial foundation is likely your top priority. Learn more.
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