Learn the language of successful prospecting and marketing. Gibson shares his techniques for differentiating ourselves not just generally, but specifically. He explains how using particular language can help us prepare for every scenario so we can respond to any prospect as effectively as possible. Find out when and how we should communicate with each prospect. Although we should continually innovate, Gibson says leveraging the proven fundamentals as part of our prospecting approach is equally important.
Clients that have pulled together financial statements and tax forms in preparation for of the upcoming tax filing deadline are acutely aware of their tax burden. Now is a great time to reach out to these clients share the tax advantages of life insurance.
SBLI has a program that will allow clients 18-60 applying for $500,000 or less to purchase coverage and never have to do an exam.
We feel like saving time in underwriting and delivering a better customer experience is worth the extra cost. In fact, beginning April 3, 2017, we will be contacting you about the option of moving a case each time we receive an application that fits into the parameter of the program.
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 to download for free from the app stores of Apple, Android, and Kindle.