Need new ideas for insurance sales that can help grow your business? Jeff Taber shares tips that he’s learned from agents all across the country. Watch now.
Journey to Financial Fitness
Life Insurance Awareness Month is a great opportunity to show your clients and prospects the important role that life insurance and good health can play in their journey to financial fitness. When you ask your clients what's most important to them, you’ll likely find that financial security and wellness are among their top goals. And from a financial planning perspective, these two areas are interconnected — money worries can lead to habits that cause poor health, and vice versa. Share these materials with your clients to help them on their journey to health and financial fitness, and all that it entails.Access Client-Approved Materials.
Include LTCi in Retirement Planning
Discuss long-term care insurance with clients so they will understand how it can protect their retirement income. Learn more about the advantages of an LTCi policy in retirement planning. Read more.
Promote Life Insurance Awareness Month
The next evolution of our Simply Speaking series now includes digital tools your producers can share directly with clients and prospects. Read more.
5 Things Worth Teaching Kids About Money
As parents, we often want to let kids be kids. However, early financial education helps kids develop a healthy relationship with money. Share these 5 things worth teaching kids about money.
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