Source Brokerage Inc - News & Updates  
December 2011 
 
 
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December

Spotlight  

Basics of
Indexed UL plans 

 

Join us on Tuesday, December 13th at

4 pm EST for a short webinar overview.

 

  Click here to register  

 

NACOLAH

Core Carriers

American Equity
Assurity Life
AXA Equitable
AVIVA
Genworth Life & Annuity
Great American 
 Illinois Mutual
Lincoln National
MetLife
Mutual of Omaha
North American
Protective Life
Principal Financial
Prudential
Standard Insurance
Symetra
Transamerica
Union Central 
United of Omaha 

LTC, Group & Life Settlement Support

Not familiar with the LTC, group or Life Settlement markets?  We can partner you up with the experts.  Give Jeff a call at ext. 225.

Greetings!

 

Like it or not, you have a "brand".  How do others view your brand, and how can you tighten it up?  See our Sales Tip below.

Life Plans

We want to send you $200, or $400, or $600...or more.Genworth
 
For UL or Term cases written by January 15, 2012 via Genworth's paperless e-tool, we'll send you $200 for every fourth case that goes paid.  There is is no limit to the amount of bonus bucks you can earn.  Call Jeff at ext. 225 to talk about the process.  It saves you a ton of time and you never have to leave the office or see your client face-to-face.  It's a no brainer for transactional sales.  Try it today!

Request a quote online, call Julie at ext. 233 for term quotes, or Jeff at ext. 225 for UL quotes and impaired risk quotes  


Annuities 
binocs
Who has the best immediate annuity payout rates?   We can spreadsheet the best carriers in the marketplace and provide you with quotes from the top companies, including those with liquidity features.  And, we can compare income riders, too! 

 

Call Jeff at ext. 225 or Julie at ext. 233 with questions.  Or, use our online quote request tool.  Also, click here for today's best MYGA rates.  


Disability Income 
Ellen
Year-end sales idea:  Include a GSI quote with your year-end group LTD review.  Carve out the executives and offer them individual D.I. at a 15% to 20% discount with no medical or financial underwriting.  GSI is available for groups as small as five lives on a mandatory basis, or 15 lives on a voluntary basis.

 

Contact Steve Crowe at ext. 222, Ellen Crowe at ext. 223 or Brian Hettmansberger at ext. 230 for quotes, tools and sales strategies.  Please also try out online quote request tool. 

SalesTipSales Tip 

Like it or not, you have a brand.  You may not have consciously developed a brand, but you have one.  It's how people - including your clients - perceive you and how they describe youSuccess to others.

What is your brand?  It's your promise to your clients.  What is your promise to your clients?  What can you promise?  You can't promise financial returns, but you can promise a certain type of relationship, levels of communication, your target market, etc.
  • Ask your clients what they tell others about you.  Ask them to describe you and your business.  Their answers are your current brand.  Sometimes it's a little scary to find out they don't see you the way you see yourself.
  • What is your target audience?  Do you know?  Are you clear?  Develop a branding statement you can use with others that describes your business.
  • What are your competitors saying about their business?  Can you create some distinction between you and them?  If you can't, then you won't stand out and when your clients talk to their friends and colleagues about you, they'll say "ho hum".

Your brand is linked to your ability to create word of mouth referrals.  A strong brand - one that is easy to communicate and easy for your clients to repeat - will give you a huge advantage in the referral game.

 

Thank you for your time and your business!
Jeff DarnellTwitter
Source Brokerage, Inc.
P O Box 26580
Indianapolis, IN 46226
800.543.7167 ext. 225
317.803-3370 fax