…. We have hundreds of agents and advisors in California who are eligible for Producer Assist. We will make every effort to reach out to you in a timely manner. However, if you’d like priority status, please email me and we will move you to the top of the list. We want to help those first who are eager to improve their bottom lines.
Category Archives: Resources
…The key take-away of this concept is that you don’t have to make big changes to achieve new levels of success. Small incremental upgrades to your thinking, habits and business offering can add up to major increases in your bottom line.
…with profit margins being squeezed due to the demands and changes in the medical insurance world it is vital for you to maximize and leverage each client relationship.
….Do you need to be a long-term care insurance specialist to speak effectively with your clients about planning for the risk? Not at all. It isn’t hard to make long-term care planning your second, third or fourth language.
….If you only need one reason to join us for our October sales training meetings keep reading. Long-term care planning is being transformed by life insurance policies with chronic illness-long-term care benefits. As estimated by the Society of Actuaries, 30% of life insurance policies already cover chronic illness. From a premium perspective, they are the fastest growing product segment in the world of long-term care planning.
……Version 1 of our new Long-Term Care Planning Field Guide is now available to lead you to sales success.
….When discussing long-term care planning with your prospect, should you show them every possible product option? NO! You’ll confuse them and yourself. With all these new choices, suitability is the key driver and will primarily be based on what stage in life your prospect is and their “entry point” in the planning process.
….One of the highlights of our Thought Leaders Symposium will be the interactive nature of the event. Formal presentations by our speakers will only be about 25 percent of time spent. The balance will be Q & A between the speakers, panel moderators, and you. As I design my questions for our presenters, what are some issues that I have in mind?
…..Flying in the face of conventional wisdom is a personal trait I’m quite proud of. So when I suggest that the best days of long-term care planning are ahead of us, I’m not just whistling past the graveyard.
…..Many business owners renewed their group health plans early this year to mitigate the negative impacts of ACA. Now what are they thinking about? TAX PLANNING! That’s right! Now we need to think about taking advantage of every legal tax break at our disposal. I do have some good news in this regard. Traditional long-term care insurance IS the last great deduction for business owners.