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

Video: The Essentials of Life Insurance

5/22/2017

 
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Explaining the nuances of life insurance can be complex. In this video from Protective, clients can learn the basics in under 3 minutes. Watch.

Income Solution Strategies

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Your clients are looking to you to help them achieve their retirement income goals. With our Retirement Income Analyzer, they have a step-by-step guide on identifying, evaluating, and learning how you can help them guarantee income for essential and lifestyle expenses. Together we can help your clients bridge the retirement income gap. Learn more.

Article: Women, and Why Advisors Should Focus on this Market

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Women today are more highly educated and financially empowered than ever before, but evidence suggests that their financial planning needs are not being met. How can advisors better engage existing female clients and attract new prospects to their practice? Read Caroline McKay's article titled Women and Life Insurance — Why advisors should focus on this important client subset for insights into this market. ​

Elevate Sales with Business Valuation Tool

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When business owners don’t have a full understanding of the true value of their business, they will often rely on an estimate. Unfortunately, inaccurate estimates can dramatically impact the outcome of a business plan. But you can help your clients get a more accurate value with the Nationwide® business valuation tool. Learn more. ​

Videos: Making the ‘Healthcare Costs in Retirement’ Conversation Easier

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In this quick, 3-part video series, Prudential Regional Vice President McCreight King provides a proven, straightforward approach to generating business while addressing life insurance and chronic illness needs. Watch.

Family Farm Strategy Addresses Farmers’ Unique Needs

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Farmers are integral to American life. Now advisors can bring the Minnesota Life “BOLD” Family Farm Strategy to their farmer and rancher clients with a variety of marketing approaches.  Learn more.


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