Help Clients/Grow Revenue
LIFE INSURANCE SETTLEMENTS
Your Client Tells You They No Longer Want Their Life Insurance Policy – Now What?
By Lisa Rehburg
In the middle of 4th quarter open enrollment? Annual reviews? Now may be the time when advisors speak with their clients the most. In the middle of those conversations, your client tells you that they no longer want their life insurance policy or they can no longer afford it, and they are going to let it go. Now what do you do? Our latest article for California Broker magazine highlights the basics of life insurance settlements and outlines some client examples, so you can assist your client – and help your business as well.
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COMMISSION PROTECTION
Protecting Your Commissions
By Phil Calhoun & David Ethington
In the world of health insurance, brokers work tirelessly to build their books of business, nurture client relationships, and ensure steady commissions. However, many brokers overlook one critical aspect of their professional journey: protecting their commissions in the event of unexpected life events like disability or death. Without a proper plan in place, years of hard work can vanish, leaving loved ones without financial security.
This article explores the importance of protecting your commissions, the risks of doing nothing, and actionable strategies to safeguard your income for yourself and your family.
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BUDDY INSURANCE
The Evolution of Group Long-Term Care Insurance: A New Era for Small Businesses
By BuddyIns
Long-term care insurance is now more accessible to small businesses, thanks to innovations like guaranteed issue underwriting, hybrid life insurance designs, and stable premiums. These changes help employers attract talent while providing essential financial protection, making the workplace a key avenue for long-term care coverage.
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ReminderMedia
How to Get More Value with Creative Services
Introduction
ReminderMedia’s Creative Group can work with you to turn your ideas into reality.
This success guide will outline the creative services we offer, show you what has worked for your peers, and give you tips and ideas for taking advantage of these services.
ReminderMedia’s Creative Group can work with you to turn your ideas into reality.
This success guide will outline the creative services we offer, show you what has worked for your peers, and give you tips and ideas for taking advantage of these services.
The links below are specific to health and life insurance professionals. ReminderMedia provides California Broker subscribers with promotional offers. Their cards are ideal for Turning 65 marketing and touching clients on their birthdays. Leads and referrals are the key to Medicare business building. Group benefits client also enjoy the magazines you can send them. For both Group and Medicare prospecting ReminderMedia has geo-tools to target your mailings too. Some FMOs and GAs have co-op funds to use as well.
www.remindermedia.com/california-broker
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