Annuities
Here's the perfect multi-year fixed annuity from a quality car  rier for your clients that don't want to lock in for a long period of time: - 3.2% guaranteed for 6 years for $100K or more; 3.1% for amounts $15K - $99K
- A (Excellent) rated by A.M. Best, AA- with S&P, A1 with Moody's and A+ with Fitch
- $14.5 billion in assets with a 12.4% capitalization ratio
- Request a quote today
Call Jeff at ext. 225 or Julie at ext. 233 with questions. Also, click here for today's best MYGA rates. |
Disability Income
May is Disability Awareness Month. Are you talking to clients about D.I. insurance?
By spending only 1 - 3% of their annual earnings, clients can have piece of mind knowing a portion of their income is protected should they become too sick or hurt to work. We offer a variety of individual D.I. plans that are affordable and valuable. |
 Sales Tip - Referrals
Excerpts from The Referral Minute by Bill Cates. When you get a referral - whether you asked for it or not - you want to change it into an introduction. Here are three critical questions you need to be asking:
- "How would you like to introduce me?" E-mail is one of the most efficient methods.
- "What do you think you need to say to him to pique his interest in hearing from me?" Getting your referral source to think about this will help him craft a more effective introduction and give him the confidence to carry it out.
- "When do you think you will be able to speak to him so I will know when to follow up with you both?" Be a little assumptive here, without being aggressive.
Never leave the meeting without knowing who will do what by when. |
underwriting department at North American: