Three Life Insurance Sales in One
Presented by Troy Haman
Discover how to protect a new client with low cost death benefit coverage then transition them over time into permanent coverage with cash value. Meet your client’s changing needs and get multiple commission opportunities with this product strategy.
DATE: Wednesday, 11/4
TIME: 10:00 AM CST
Life Insurance Client Review
Presented by Jessica Lovell-Opdahl
Life insurance left untouched may no longer be meeting your clients’ needs. Position yourself as an important resource and put a periodic client review practice in place today. Register for this webinar to learn how to conduct a client review, uncover new sales from your existing business and get illustration software tips to help build a compelling case.
DATE: Wednesday, 11/18
TIME: 3:00 PM CST
Annuity Maximization
Presented by Chris Korfe
Leverage a greater death benefit for heirs by using annuity assets to fund life insurance. Find out if the annuity max concept is an ideal wealth transfer solution for your clients!
DATE: Tuesday, 12/1
TIME: 10:00 AM CST
How to Get an Accurate Risk Assessment Through The Quick Quotes Process
Presented by Jeanine Heuer
Learn how North American’s Quick Quotes process works as well as tips for getting the most accurate risk assessment. We will review some standard medical conditions, such as diabetes and cancer and give suggestions on what information to provide. Getting a preliminary assessment will help avoid having to go back to your client and ask for more premium.
DATE: Thursday, 12/10
TIME: 3:00 PM CST
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