Help Clients/Grow Revenue

LIFE INSURANCE

A Life Insurance Policy Can Help Pay for Long Term Care Needs

A life insurance policy is an asset that you own. As with any asset, it can be sold. Yet few people know this option exists. If you are trying to find ways to pay for care needs, a life insurance policy can be another solution. Policies can be sold for a lump sum of money through what is called a life insurance settlement.

By Lisa Rehburg

PAYROLL

Adding Value Beyond Renewal: Staying Engaged with Clients Through HR

Your clients are constantly being pitched. New benefits. New HR tools. New payroll platforms. New “all-in-one” solutions that promise to fix everything. These conversations don’t start at renewal. They happen throughout the year, often when something isn’t working the way it should. That’s what creates risk, not because clients are actively looking to replace you, but because someone else is stepping into conversations that should already be happening.

By Steve Evans

ENGAGE PEO

How Engage PEO is a Better Partner for Brokers

As an insurance professional, you know that your clients rely on you to guide them through complex decisions. You may have heard the term “PEO” tossed around as a means of addressing payroll or HR woes, but what does it really mean, and why should it matter to you as a broker?

By Ailene Dewar Costello

GROW YOUR COMMISSIONS

Help Clients by Working with Subject Matter Experts

Recorded on a webinar with David Ethington of Integrity Advisors, Phil Calhoun of Commission Solutions, Marc Glickman of BuddyIns and Peter Buechler of Cohesive Insurance Services, this conversation focused on practical cross selling strategies for brokers. The discussion centered on how experienced health insurance professionals can open retirement planning conversations and how annuities and long-term care can fit in the planning conversation.