Financial Market Report
One of the great advantages of being part of an insurance brokerage operation is the massive amount of resources I have access to from the carriers we work with. I continue to sift through things for valuable nuggets to share with you. The Market Intel Exchange is a 50-page financial data report to help educate your clients and engage them in conversations related to inflation, fixed income, diversification, and taxes.
Life Insurance Review Kit
The last two years have prompted many to review and perhaps redirect their life goals. It is important to routinely evaluate whether a client’s existing insurance coverage accomplishes their current goals & if any adjustments should be considered moving forward.
Our Life Insurance Review Kit includes a Questions are the Key™ section to help ask your clients the right questions regarding existing life insurance coverage. The data collection page helps gather the right policy information necessary for a comprehensive review.
Insurance Market Report
Change is the only constant. Launch our Insurance Market Report highlighting recent product and process changes coming from our most popular carriers.
Advisor & Client Education Opportunities
ADVISORS – Don’t miss our upcoming CFP® CE approved courses.
05/04/2022 – Alternative Solutions to LTCi: Protecting Your Clients’ Wealth from LTC Expenses
06/01/2022 – Life Insurance Planning for the High-Net Worth
For webinar details & registration
CLIENT SEMINAR – Long-Term Care: Concerns & Solutions
We offer you and your clients a recorded version or live presentation on the topic of long-term care. Our LTC Seminar helps clients understand the costs of care and the odds of needing it. It guides them through the process of developing a plan & educates them on the insurance options available today to transfer the risk. Let us know if you would like to offer this seminar to your clients
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