California Broker –Collaboration Partners

Help Clients/ Grow Revenue

 

MARKETING CLIENT RETENTION

Unforgettable Marketing for Insurance Agents

As a business owner or sales professional, you’re probably always looking for the most effective way to stay in touch with your past clients and sphere of influence. ReminderMedia is a marketing company that helps real estate agents, insurance agents, financial professionals, and small business owners connect with their clients by providing various marketing tools and products.

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Get Started- Special California Brokerage Deal!

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LIFE INSURANCE


Life Insurance Settlements: What Types of Policies Can Be Sold? And, More Importantly, Why?

By Lisa Rehburg 

The short answer to the first question is: any type of life insurance policy, yes, even a term policy, can be sold. But let’s delve into more detail as to which types of policies sell better than others, why that is, and why clients choose to sell them. 

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LTCi

Good Pricing and Underwriting with Benefits from Starter to Executive Plans

By Marc Glickman

Almost all the true group products are hybrids built on term, universal life, or whole-life designs. Most have a level of guaranteed issue underwriting and a higher level of simplified issue for actively-at-work employees and spouses.

There are also emerging worksite solutions that offer streamlined or simplified issue underwriting based on a census. This article will focus on the guaranteed issue market and a future article will focus on individually filed products designed for the worksite.

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Group: www.buddyins.com/program/calbroker/group

Individual: www.buddyins.com/program/calbroker/Cases

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