Agenda: - Introduction - Tutorial and demonstration on the AQE tool with How to create a products quote (today's feature Ancillary) and enroll your client - Q&A
Join me to learn how you can offer your clients a simple and effective plan that can help ensure their surviving loved ones aren’t financially burdened by expenses related to their death. Advantages of SIWL: • Competitive base and renewal commissions • Easier to qualify for than many other life products • Covers clients 45 […]
Join National Sales Trainer, Greg Williams, for sales tips and best practices to sharpen your skills with Lumico! Whether you're new to Lumico or just want a refresher on the latest details, join Greg to learn about our med supp plans, state availability, eApp tips and more!
Join me to learn how you can offer your clients a simple and effective plan that can help ensure their surviving loved ones aren’t financially burdened by expenses related to their death. Advantages of SIWL: • Competitive base and renewal commissions • Easier to qualify for than many other life products • Covers clients 45 […]
Join Seth Groff, National Sales Director, and Jesse Brewer, Senior Sales Director, as they take a deeper dive into these concepts and highlight the top selling CLICO ancillary products! They’ll discuss: Three ways ancillary products can help grow your business Incorporating ancillary products into your sales process Top selling CLICO ancillary products
"Extended Care" planning is a critical component of retirement planning. It is important to be proactive with your valued clients to have this conversation. I will discuss tips on how to create an "Extended Care" PLAN for your clients that may or may not include insurance. Speaker: John Gibbons CLTC, LUTCF, LTC & DI Sales […]
"Extended Care" planning is a critical component of retirement planning. It is important to be proactive with your valued clients to have this conversation. I will discuss tips on how to create an "Extended Care" PLAN for your clients that may or may not include insurance. Speaker: John Gibbons CLTC, LUTCF, LTC & DI Sales […]