Sales Tips

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Asking Questions


Spring is a good time to review life insurance coverage with clients. Ask about policy updates, beneficiary information, policy performance, and features/benefits. This helps uncover important updates and identify gaps in coverage.

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Closing Tips


We’ve all been there. You have clients that need life insurance but you’ve been unable to move the process forward and ultimately issue the policy. Here are some quick tips and reminders that might help.

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Life Insurance Creates Freedom


Many of your clients have spent decades focused on earning and accumulating assets. Maybe some of them have achieved their goals. But now what?

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When to Repurpose Coverage


A common question that often arises when clients have paid off their mortgage is, “Should I keep my existing life insurance?”

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Using RMDs to Transfer Wealth


Leaving a legacy through life insurance

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Truly Guaranteed Issue Life Insurance


Guaranteed issued life insurance with no medical exam

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