Agents can offer memberships to Legacy Safeguard, Integrity's estate planning program for clients, in order to drive client referrals and extend their level of care! ⟶
Life insurance is more than just a way to pay for outstanding debts and end-of-life expenses. You can recommend a life policy for its wealth transfer tax benefits!
After the busy season, reviewing your insurance business strategies is a great way to start the year. We recommend reviewing for strengths, weaknesses, opportunities, and threats.
As an insurance agent, there are plenty of dates, important events, and tasks to keep track of. That's why we've created a calendar for the Affordable Care Act (ACA) agent who is looking to maximize their marketplace insurance plan sales and grow their business.
If you have a client who enrolled in a Medicare Advantage plan but wants to go (back) to Original Medicare, they may qualify for a Medicare Advantage trial right! This would allow them to update their coverage outside of the Annual Enrollment Period.
People generally think final expense insurance is for retirement-aged individuals and that it usually covers their end-of-life expenses. They also believe it equates to small face values and simpler underwriting. Not so fast...
Final expense can be among the most rewarding life insurance products to sell. However, it isn't the easiest to discuss. What are some life insurance selling tips for final expense insurance?
A Special Needs Plan (SNP) is a great product to add to your portfolio. This is especially true since there are 7.3 million Americans currently enrolled in any SNP.
You know the importance of building your Medicare business during the Annual Enrollment Period (AEP). What if we told you that building your Medicare business outside of AEP is equally important?
Sensible, simple, succinct, and smart. These four significant things are what every agent selling final expense life insurance should do for more sales. Do you know what they are?
As exciting as securing a sale is, losing a sale can be pretty disappointing. To put a positive spin on a negative situation — every lost sale is a learning opportunity.