You have current Medicare Supplement clients that fall into 1 of the 5 categories below.
1. If your client has CD money available
Move them into Single Premium Life with LTC
- John Hancock
- Lincoln Financial MG
OR
- Liberty Bankers Life
- KSKJ
OR
- John Hancock
- Foresters
- KSKJ
- Federal Life
2. If your client wants to cover funeral costs
Sell them a Final Expense Plan
- Foresters
- KSKJ
- Gleaner
- RNA
3. If your client has an existing life insurance policy
Review their…
- Company
- Death benefit
- Cash Surrender Value
- Premium
- Expiration
Can We…
- Increase their death benefit?
- Eliminate their premium?
- Lengthen their benefit period?
4. If your client wants a cash-building life policy
Sell them Whole Life or Universal Life
- Foresters
- KSKJ
- John Hancock
- Others
5. If your client needs life protection for the next few years
Sell them Term Insurance
- American General
- Banner Life
- Cincinnati Life
- Genworth
- Prudential
- Transamerica
Let us help you with the cross selling opportunities and add “bonus” commissions to your current steady Medicare Supplement income.
Want to see an example case? Here's a case where a client had a $95,000 CD mature.
You also might be interested in The [New & Improved] Cross-Selling Roadmap.
