With traditional long-term care insurance carriers continue to exit the market, see how the hybrid LTC market has changed the landscape and how you can help your clients and their family from suffering the catastrophic consequences of a potential lengthy care situation. The hybrid long-term care landscape is poised to change what it means to have a long-term care plan.
In today’s turbulent times, inflation rampant, and the market seeing a correction from historic highs, come and join us as we look at some quick sales tips on using the safety of life insurance to not only protect your money but also grow it.
Interested in learning the latest underwriting information and how to get your cases through smoothly? Join us as Kevin Okumura, CFP® shares the latest underwriting information and how to find opportunities for complicated cases!
Join us as Kevin Okumura, CFP® shares the latest underwriting information and how to get your cases through smoothly and find opportunities for complicated cases.
“Kickoff Disability Insurance Awareness Month 2022”
Presented on Tuesday, May 3 at 9:30 am
Understand the difference between Temporary Disability Insurance and Long-Term Disability Insurance. We will focus on the details and intricacies of temporary disability insurance, how to qualify and why you may need it.
*This presentation has NO recording. Slides only. For questions, please contact Michael Sato at firstname.lastname@example.org.
May is Disability Insurance Awareness Month! Disability insurance is arguably the most misunderstood of major insurances as 50% of Americans said that they would rely on savings to cover their needs if they became disabled.
If 60% of US Households have less than $6,275 in liquid savings; an amount equal to three months of income at the poverty level, how will a family or business avoid bankruptcy should he/she become disabled?
Let us help you educate your clients so they can protect their family or business should they become disabled. Here, you’ll find carrier-specific Disability Insurance resources including infographics, and social media content.
DISABILITY AWARENESS MONTH RESOURCES:
- MassMutual Disability Insurance Toolkit
- Marketing materials, stats video, and infographics
- Mutual of Omaha Disability Insurance Guide
- Consumer highlights sheet, product brochure, and video
- Principal Conversation Starters
- Digital toolkit, testimonials, and social media content
A DISABILITY INSURANCE PRODUCT FOR YOUNG ADULTS
“I applied for $150,000 of coverage and $1,500/month in disability benefits for two years and was able to do a quote and application from the Assurity producer website in 10 MINUTES. Best of all, the premium was very affordable at $37.66/month.” – Michael Sato
Be the hero to your declined clients or use the product as an affordable door-opener for life coverage with your young adult clients. Call Occidental Underwriters for more information at (808) 536-1933.
Learn how one successful business has been navigating through rapid changes in the industry by joining our webinar with Kelley Tom, MBA, CFP®, CDFA® from Summit Financial Advisors. She will be sharing their top tips on marketing, selling, and connecting with clients in this hybrid environment.
Assurity Life has a new product that is great for uninsurable clients. They will also share unique sales concepts for Term with ROP and Whole Life. We’re excited to welcome back David Everly, Senior Sales Manager, and Lorraine Jessich, Regional Wholesaler to show what is Hot with Assurity in 2022!
- NEW! Accidental Death Insurance Plus (Who is this right for?, How to quote and submit cases)
- Compelling Life Sales Ideas (Term Living Benefits – Critical Illness, Own Occ DI, and ROP, Whole Life College Funding, Buy Term or UL? That is the question!)
Presented: By Cara Kagawa, April 5 at 9:30 am
We’ve updated our website to include valuable resources. Join us as Cara Kagawa guides us through the new website tools including iGo vs. Vive, our online library and producer resources.