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

People Buying Life Insurance Value These Two Things Most

5/15/2017

 
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​When people are buying life insurance, the top two things they value is someone making it easy for them to understand and the ability to chat with a person, according to the new 2017 Insurance Barometer Study, by Life Happens and LIMRA.
Click here to view a chart with other insights. ​

Interactive Resource for Business Insurance

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Planning Strategies for Business Owners is an interactive white paper tool that is assessable by laptop or IPAD, giving users an easy to navigate experience.  It provides resources on topics such as; succession planning and buy-sell agreements, key employee coverage, and life insurance as an executive benefit.  You will also find planning resources, Lincoln’s business insurance fact finder and cases studies. Check it out here!

Preparing for Med Exam

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If your clients need to take a medical exam in order to qualify for life insurance, this can cause quite a bit of stress. With this article from Protective, help them know what to expect. ​

Client Prospecting

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"Life doesn’t stand still. Neither should your coverage!" Use this new customizable flyer for reaching out to existing clients to initiate a policy review. ​

Healthcare in Retirement

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Health care costs can be one of the biggest expenses in retirement. How can you help your clients carefully plan for their health care after retirement? Nationwide offers some helpful tips.

Budgeting for Retirement

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Budgeting for retirement can seem complex. Lifestyle, health, living costs, and income all play a role in deciding what kind of annuity to select. Legal & General America offers great budgeting tips.


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