Source Brokerage, Inc.

Life, Annuity and D.I. - News & Updates

May 2016
 
 

Could your business plan use a tweak or two to improve your sales and build stronger, long lasting relationships?  See our Sales Tip below on Perfecting Business Practices. 
Life Plans

New and Improved! The only area on our website that is password protected is Pending Case Status, located under the Quick Links area. We have updated this portal with a better, more secured, tool.
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  • The first time you open this link you will be required to do a one-time registration. Simply go to the Quick Links area in bottom left hand corner of our website and click on Pending Case Status to open the log-in screen.
  • Then, click on "New - Sign Up For Account"
  • Once you are logged-in and viewing a pending case, you can send us an e-mail directly from the case screen by clicking on "Send New Message To Case Manager"
  • You can also view your entire block of paid cases via the "Advanced Search" button
Sign up for access to the new Pending Case Status tool today - it's a great tool to track outstanding requirements on your pending cases and to view your entire block of paid cases.

"Liquid" IULs are the rage - and perfect for retirement income scenarios, including non-qualified deferred comp:
  • Lincoln's Exec Rider guarantees the cash surrender value during the 10 years surrender charge period is 100% of premiums paid
  • North American's Waiver of Surrender Charge rider guarantees the surrender value is always the same as the total account value

Why sell an IUL with surrender charges when you can sell one without surrender charges?   

Please contact Julie Adams at ext. 233 or Jeff Darnell at ext. 225 for details and quotes.

Request Life Quote
Annuity Plans

Easier is better!  Annuity applications and forms can be tedious - it's easy to overlook spots that require initials, crossing all the "t's" and dotting all the "i's".

Introducing North American's new annuity E-App:
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  • Annuity e-App makes sure all proper forms are included and completed - all required fields are highlighted in red, so you can't miss anything.
  • As you complete the information on one page, the same fields on subsequent pages are filled in, so there is no more duplications of work
  • You can attach items, such as illustrations
  • You can choose an e-signature option, or print the completed forms packet to get the "wet" signatures yourself
  • Processing time averages seven days shorter so commissions get generated faster
  • Write three e-Apps and have them in force by June 30th for a $500 bonus!

View a short tutorial on annuity e-App.  It opens best in Chrome or Firefox.

  
Please contact Julie Adams at ext. 233 for or Jeff Darnell at ext. 225 for details and quotes.
Today_s Best Annuity Rates
Request Annuity Quote
Disability Income Plans

May is Disability Awareness Month:
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  • How do you target the right potential client?
  • How do you open the conversation?
  • How do you choose the right words?
  • How do you focus on the need?

Check out our D.I. blog for the answers, and for other D.I. tips and sales ideas!

 

Please contact our D.I. specialists Brian Hettmansperger at ext.230, Steve Crowe at ext. 222, Ellen Crowe at ext. 223, or Chris Bussey at ext. 220 with questions or to discuss sales strategies. 

 

Request D.I. Quote
Sales Tipsalestip

Question:  Are you an insurance person that happens to be in business, or are you a business person whose business happens to be insurance? How well do you run your business?
 
There are three steps to the process of Perfecting Business Practices
Success
:
  • The process of Preparing
  • The process of Presenting
  • The process of Persevering

Each step, then, breaks down into a series of pro-actively thought out and executed measures that if properly practiced will result in unlimited success.

 

The goals of each step are the same - to increase revenue, build stronger relationships, to forever solve prospecting, and to both build & cement your reputation.

 

Everyone can find improvement in the way they conduct their business. Could your business plan benefit from a few tweaks? Contact Jeff Darnell at ext. 225 if you'd like details on The Three Steps to Perfecting Business Practices.
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Source Brokerage Inc     1-800-543-7167     www.sourcebrok.com