New!
Children's Whole Life
Ages 14 days to 25 yrs
Guaranteed premiums and cash values
Future purchase options
Non-med, quick issue
Short form app
Illustrations available
Request a quote
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American Equity
Assurity Life
AXA Equitable
Genworth
Great American
Illinois Mutual
Integrity Life
Investors Life
Lincoln National
MetLife
Minnesota Life
Mutual of Omaha
North American
Protective Life
Principal
Prudential
Standard Insurance
Symetra
Transamerica
Union Central
United of Omaha
West Coast Life |
LTC & Life Settlement Sales Support |
Not familiar with the LTC or Life Settlement market? Would you like to partner with a professional to make presentations on your behalf? Contact Jeff at ext. 225 for info. |
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Greetings!
See our Sales Tip below for the three acronyms that can help you boost your referral and prospecting efforts. |
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Life Plans
NEW! When running the Term & UL Spreadsheet Quote engine on our website you will see a new link on the input screen in the rate class area: "Help Me Determine The Rate Class". Six easy questions will help you determine which carrier may be the best for your client. All carriers have slightly different guidelines for build, family history, tobacco use, etc. One carrier may offer a better rate class than others. You can also opt to simply choose a rate class on your own, like normal. Give it a test run today! New! Transamerica's new Surrender Flexibility Endorsement is automatically included on each TransACE GUL policy. Simply put, on the 20th anniversary the policy may be surrendered for the lesser of 100% of premiums paid or 30% of the face amount. Or, on the 25th anniversary the policy may be surrendered for the lesser of 100% of premiums paid or 35% of the face amount. Give your clients the comfort of knowing premiums won't be wasted. |
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Annuities
Effective July 1, 2011 Indiana agents must complete a 4 hour Annuity Training Course by December 31, 2011 in order to be able to continue selling annuities after January 1, 2012. The Quick Links section on our website includes a link to WebCE. The 4 hour Annuity Training Course is available via WebCE for only $14.95.
Check out the updated Fixed Indexed tools under the Annuity Plans tab on our website. You will find daily updates for cap rates, participation rates and spreads for all products for all carriers. They are listed both by surrender years and alphabetically by carrier.
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Disability Income
Standard announces increased Issue & Participation limits!
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 Sales Tip - Referrals
Excerpts from The Referral Coach, Bill Cates.
When talking to a new prospect that has been referred to you, remember the acronym RISC as a reminder of 'money in motion' categories: Retirement, Inheritance, Selling a business, Changing jobs. And, when talking with these prospects always ask them for a referral to their CPA in order to establish mutual relationships.
When turning a referral into an introduction, remember the acronym TEAM as a reminder about what questions to ask: Tell me a little bit about them, what can I Expect when I call, what do you like or Admire about the person, why do you think it is a good Match? |
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Thank you for your time and your business! |
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P O Box 26580
Indianapolis, IN 46226
800.543.7167 ext. 225
800.856-3494 fax
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