Case of the Week: Savings but no Long Term Care
We recently helped an agent with his client, a 65 year-old female with mild asthma (she takes Prednisone and Dexilant) and acid reflux. She's a former smoker, and has $50,000 in savings. She does NOT…
Case of the Week: Comparing Long Term Care Options
Recently, I presented a couple in their 50’s with possible solutions to future long term care concerns. I shared with them traditional long term care insurance and the “hybrid” Life with LTC rider…
Video: How to use your phone to scan documents
You might find that once in a while when you’re in the field, maybe at a client’s home or office, you need to make a copy of a document, but you don’t have a scanner.
Is there a SAFE alternative to CDs?
With CD rates at 1% in most scenarios, your clients are looking for SAFE alternatives that will yield a better return on their money. Tax deferred annuities are certainly an alternative with modest…
Is Single Premium Life Insurance right for your client?
Ask them the following: Do you have money saved in the bank, or in annuities or mutual funds, that you would like to pass to your heirs on a more tax-efficient basis? Are you interested in…
Have your clients saved money for funeral costs?
Show them how to safely increase their savings with a stroke of the pen Example Case:
Do you know your profitable clients from your unprofitable ones?
Guest post by Mike Ivory, AgencyBloc
How to handle a chatterbox client
We've all met people who talk and talk, and talk some more. You politely wait for a pause so you can get a word in, but it never comes. They can somehow continue pouring out their stream of chatter,…
Part D help leads to cross sale commission
An agent was recently helping his client (female, age 72) with her Prescription Drug Plan. While navigating the pages at Medicare.gov, the client asked him "Do you know anything about nursing home…
Case of the Week: Life Policy Review
This case was a referral from a Med Supp client.
