Our proactive approach delivers a powerful one-two punch for monetizing your business. One, it gives you a simple way to offer Life, Disability and Long-Term Care Insurance to your clients. Two, it provides you with the marketing materials to promote your expanded lines of business.
There is no cookie-cutter formula for Protection Portfolio Planning. We take the time to talk with your clients, answer their questions and listen to their individual needs. Then, and only then, do we put together the Protection Portfolio Plan that’s best for them:
We create personalized marketing communications designed to drive awareness of and interest in your expanded lines of business. There are little or no out-of-pocket costs to you. Comprehensive marketing materials include: