3 Mark Salt Lake | Simplifying the Life Brokerage Experience for Independent Advisors

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  • About Us
    • Our Team
    • Contact Us
    • Privacy Policy
  • Blog
  • Quotes
  • Forms
  • Marketing
  • Case Status
  • Pre-Underwriting
    • ShopACase.com
    • Pre-Underwriting Questionnaires

Industry Hotline

Consumer Study: Understanding LTC Buyers

1/2/2017

 
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In an effort to help you identify the right prospects, Mutual of Omaha initiated a research project to get into the hearts and minds of long-term care buyers. They surveyed their own long-term care policyholders as well as people who own policies from other companies. And they conducted focus groups made up of long-term care buyers and non-buyers. They wanted to know who they are, why they buy (and why they don’t), how they prefer to buy and what steps they take to educate themselves before making a buying decision.  We also wanted to know how they feel about long-term care insurance and how much they understand about the risks they face if confronted with a long-term care need. To learn more about their findings, click here.

Market Overview

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Click here for a brief client-approved recap of Lincoln's observations on markets and volatility for November 2016.

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Using Life Insurance to Protect Affluent Client Assets
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Your clients — especially those with high incomes — have the need for death benefit protection as well as a seemingly unlimited number of retirement investment options. Check out this article for 9 tips on using life insurance to protect affluent client assets. 
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Time for Policy Reviews

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January is a perfect time to begin scheduling policy reviews for 2017. Not only does life change from year to year, but life insurance products also change over time. Check out these policy review marketing materials to help you build sales.

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New Rates, New Opportunities

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By dropping term life insurance rates up to 31 percent, updating their term bands and allowing for up to best class underwriting for Express Issue, Minnesota Life is making it easy for you to sell more term. Announcement flyer. Product highlights. ​


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