Understanding your client’s needs can help you be successful. To help with your success, Mutual of Omaha created the Hearts & Minds brochure to help you find the right people to talk to. In the Hearts & Minds brochure you will find a profile of the typical LTCi buyer, what life events can trigger a purchase and how customers educate themselves on LTCi. The research is a combination of their LTCi policyholders as well as people who own policies from other companies. They also conducted focus groups made up of long-term care buyers and non-buyers. Understanding what your client’s needs and concerns are will help you provide the right solution for them.Learn more.
Life Gets Easier This Summer: Variable Tools to Heat Up Your Sales
When your clients value cost-effectiveness, guarantees, and cash accumulation potential, Variable Universal Life (VUL) can be a great choice. And Pru is the carrier they and you want for those variable products. Check out these new tools which help make it easier to build your variable business.
Do Baby Boomers Need Annuities?
As more and more baby boomers are closing in on retirement, they're looking to you to help them navigate the financial challenges. Consider offering fixed annuities to give flexibility and reliability to their portfolio of assets. We've come up with reasons annuities could be a good fit for your clients
Show Them, Don't Tell Them
This simple "family tree" worksheet is a conversation trigger because it shows clients how, through a very personal lens, chronic illnesses may be present in their family histories. Download It Now.
DOL Training Seminar
DOL fiduciary regulatory changes take effect June 9th – are you ready? Our “DOL Fiduciary Rule and You” online course, offered exclusively by AIG, provides a good working knowledge of what the DOL ruling is, and how it will affect the way you do business moving forward. DOL 101. *You must first register for AIG Campus in order to access DOL training. 2 minute video on AIG Campus. AIG Campus Quick Guide.
Tips for Selling DI - Young Couples
Young couples who are entering the workforce, buying their first home and starting families need income protection. Individuals in this age group have a lifetime of earning potential ahead of them. Their lifestyle and long-term financial plans depend on income protection. An illness or injury that keeps them from working can quickly impact other assets such as savings and retirement funds. Disability Income Insurance is a great way to protect their income. For more information on selling to this group, click here.