Effective immediately, when we provide you with a U.L. quote for the lowest guaranteed cost we will also automatically provide a second quote for a guaranteed U.L. that includes a no-cost Chronic Illness Rider.  This will give your client two great choices and a good value added service extended to them by you.

 

Would you like an imprinted "Term" flyer you can mail to clients or stuff in statements you send them?  Check out these samples from Transamerica and Lincoln National.  Please contact Julie with your imprint information if you would like one, or both!

 

Contact Jeff Darnell at ext. 225 for U.L. quotes and impaired risk questions, or Julie Adams at ext. 233 for term quotes.  Please also try our online quote request tool.

 

Join us for our Roth IRA Conversions 30-minute webinar.  See the log-in instructions in the lefthand sidebar.  <---

 

Annuity rates are higher than CD's and have advantages that CD's do not.  The following are some of today's best multi-year guarantee rates (MYGAs): 

Please call for product details and to confirm rates as they can change daily.  Please review our Top Picks or use our rate/plan search tool. 

 

Contact Adam Frechette at ext. 230 for answers to all of your annuity questions and sales support.  Please also try our online quote request tool.

 

Join us for our 30 minute webinar on D.I. Sales Presentations.  See the registration instructions in the lefthand sidebar.  <---

 

Without planning, business owners who are the primary generators of revenue could watch their business disintegrate if they were unable to work for six months or longer.  They need a Business Overhead Expense policy.  These BOE plans pay a monthly benefit up to $50K for periods of 12, 18 and 24 months.  They provide the disabled business owner with options and buys them time to make the best decisions!

 

Contact Steve Crowe at ext. 222, Ellen Crowe at ext. 223 or Shannon Huddleston at ext. 234 for quotes, tools and sales strategies.  Please also try our online quote request tool.

 

Are you "referable"?  Just because someone likes you doesn't mean they will refer others to you.  The three key elements are Value, Trust and Likeability.  You must have all three factors.

Learn more about the art of referrals at www.referralcoach.com .