Whether you’re an experienced planner for small business owners or would like to pursue this market, you’ll find valuable information to help you and your clients. Our interactive business planning resource delivers insights and knowledge from Tom Commito, who has more than 35 years in this industry. It contains the in-depth technical content financial professionals need in an easy-to-use, dynamic package. You’ll want to bookmark it as one of your favorites. View whitepaper.
New Turn-Key Campaign Online: Retirement Protection
People don’t lay awake at night and worry about life insurance, they worry about retirement. Get sales ideas and client prospecting tools; BGA promotional materials; and unique selling strategies for client meetings on “Retirement Protection” by clicking here.
Supplemental Income Planning - A Strategy for Young Professionals
Life insurance with a Supplemental Income Planning focus may provide your young professional clients with flexibility later in life. The concept requires someone seeking permanent death benefit protection and who is comfortable increasing their premium payments over time. Learn More about This Innovative Strategy. Use This Flyer in Client Meetings.
Common Pitfalls To Binding Coverage
The Limited Temporary Life Insurance Agreement (LTLIA) is a valuable option that provides temporary coverage for eligible applicants during the application process. In order to obtain this interim coverage, it’s important to submit the proper forms in good order, and to be aware of payment and validation issues which may prevent binding of coverage. Learn more.
Insurance Planning for Women Advisor Guide
Female buying power, coupled with the influence they have over their family’s financial decisions and their strong desire for financial health and wellness, present a significant opportunity for advisors who can help ensure women get the important coverage they need. Use this new guide to help uncover sales opportunities in this powerful segment of the market.
Discover New Opportunities with Business Succession Planning
Create an additional revenue stream with clients looking for business succession planning. As business owners plan for the future, they want to protect the legacy they've worked hard to build. Business succession planning can help these clients ensure their business is transferred in a way that meets their needs. Nationwide has the resources and support you need to start the business planning conversation. Use this Fact Finder to start a business succession plan case today.