You're probably currently prospecting in an effort to finish the year strong, however, you don't seem to be getting the results you want. Here's an 11-point checklist to make sure you are maximizing those opportunities:
One of the best ways to highlight the need for income protection with clients is to share real-life examples. Testimonials highlight how people just like them purchased and benefited from having Individual Disability Income (DI) insurance when the unexpected happened.
Principal's latest testimonial shows how Jon used his policy's benefit payments to meet his financial obligations.
Want more stories? Principal has a collection available for you to share.
Give them a try and bring the need for income protection to life for your clients!
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, android and kindle.