Revamp Your Sales Now
with these 6 Sales Ideas
Selling insurance is dependent on not just product, but also great sales ideas. It's important to analyze sales and revenue trends, tracking and engaging in marketing, and much more. Here are 6 tactics for delivering standout service:
- Deferred Compensation
- Executive Bonus Plans
- Business Succession Planning using an LLC
- Private Split-Dollar Plans
- Premium Financing
- Life Insurance as an Asset Class
with North American's IUL
One of the guarantees that North American provides with its IUL is a guaranteed rate of 3%. This can be ever so important when trying to overcome objections from the client about not knowing what the future holds when it comes to the index selections they choose. Download the new piece below, which it breaks down this valuable benefit of its IUL product, so that it can be properly explained to the client.
for it's GUL, GUL Plus, GUL Survivor & IUL
Effective September 1, 2016, Omaha will be making the following changes in compensation for our GUL, GUL Plus, GUL Survivor and Indexed Universal Life products.
- GUL, GUL Plus and GUL Survivor will be decreasing compensation by 5%
- Income Advantage(IUL) will be increasing compensation by 5%
These compensation changes will affect ALL levels of the hierarchy and all levels will be changing by the same 5%. The compensation change will apply to any GUL, GUL Plus, GUL Survivor and IUL applications with an application sign date of September 1, 2016 and after - there will be no exceptions.
Now Available - Online Policy Payments
Clients can now make quick, convenient and secure online payments for their active life and/or disability insurance policy. They can make both premium and loan payments from their checking or savings account.
How they can get started:
- Enter policy number
- Click the Pay Now button
On the Pay Online homepage, they'll fill out the following fields:
- Policy number
- Premium or Loan Payment amount
- Account number
- Routing number
- Email address
Then, add their payment info to complete the payment!
The TBA Mobile App was designed to give advisors the ability to be more efficient while away from the desk. This app has all of the tools needed to create sales as well as process paperwork more efficiently. It can be downloaded on your phone or tablet. It is available for download for free from the app stores of apple
Available Tools Include:
- Instant Term Quotes
- Online Application
- Needs Analysis
- Direct Dial TBA Employees