Source Brokerage, Inc. - Updates
January 2012 
 
 
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Quick Links
 
Basics of
Indexed UL plans 

 

Join us on Wednesday, Jan. 18th at

11 a.m. 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 Settlements

 

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.

Underwriting Spotlight

Prostate Cancer

 

Prostate cancer is one of the most treatable of all cancers, and can be one of the most forgiving from an underwriting stand-point. 

 

In order to provide an accurate quote we need to know (1) the Gleason score, (2) the treatments including surgery, chemo and / or radiation and (3) how high PSA readings got prior to treatment.

 

Afterwords 

 

Forget past mistakes.  Forget failures.  Forget everything except what you're going to do now and do it.

 

-- William Durant

Greetings!(Contact First Name),

 


How can you get more referrals?  See our Sales Tip below for a checklist to your 2012 Referral Plan.

Life Plans

We've extended our Bonus Bucks period by popular demand.123
 
For UL or Term cases written by February 15, 2012 via Genworth's paperless e-tool, we'll send you $200 for every fourth case that goes paid.  Eligible products include:
  • ColonyTermUL 10, 15, 20 & 30 level...their 'term' plans
  • Colony LifeLong UL...their guaranteed UL plan
It's as easy as 1-2-3, and there is is no limit to the amount of bonus bucks you can earn.  It saves you a ton of time and you never have to leave your office or see your client face-to-face.  You'll find the link under the QUICK LINKS section on our website.  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 
firesale 

It's a fire-sale!  Most companies have announced that rates will drop in about 10 days.  If you have a client on the fence for either a SPIA or an SPDA, time is of the essence.
 
Current MYGA rates include 2.9% guaranteed for five years and as high as 3.45% guaranteed for 10 years.

 

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 
Steve
Jump-start 2012!  It's a fact that those who take a comprehensive approach with clients - including offering income protection solutions - earn 30% more than those who do not.  Getting started is easy with these tools:

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 

Your checklist for a 2012 Referral Plan should include the following:

 Success

  • Make a commitment to building referrals
  • Become more referable - Create and use your Client Service Promise.  Bring value and build business friendships.
  • Become more proactive - Give referrals and ask for referrals.
  • Turn referrals into introductions - Make sure that you get introduced to your new prospect.
  • Receive referrals correctly - How you receive referrals will either encourage or discourage your clients from giving you more.  Act on your referrals and keep the source in the loop.  Say thank you.  And, get the new client to thank the referral source.
  • Creat more COIs - Devote more time each week to meeting or nurturing centers of influence.  Meet for meals.  Share your value story.  Learn theirs.
  • Use marketing events - Many people want to meet you in a non-business setting first.  Make these types of events a part of your client acquisition plan.
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