This edition of the weekly reporter includes 2 new videos, including how to more effectively sell to different generations of Americans, a business planning kit and more!
Video: Leverage Generational Knowledge to Grow Sales
This new and exciting campaign addressing the generational differences among Americans and how to leverage that knowledge to help you grow your business. This new program, Generation Matters, improves sales effectiveness by helping you become familiar with the needs and communication preferences of each generation. Get started by watching a video overview of generational differences, and then access program materials, including consumer materials and presentations, to put your knowledge into practice. Watch video. Access program materials.
Low Interest Rate Planning
Regardless of the outcome from the recent Federal Reserve policy meeting, in a historical context interest rates are still low. However, there are still several financial planning concepts that can work well in this low rate environment. Read more.
New Client Seminar: John Hancock With Vitality
Educating clients on the benefits of life insurance with Vitality has never been easier. Whether the seminar is for a group of clients or is part of an individual client meeting, it’s a great resource to help clients understand the value of the program. View seminar. View customizable invitation.
Private Reserve: Life Insurance as a Potential Private Source of Cash
Life insurance is about more than peace of mind. It’s about possibilities. Life insurance products can potentially provide a source of cash to help pay for major life events, such as college tuition, down payments, weddings and more. In essence, life insurance can offer both death benefit protection and the cash value can act as a “Private Reserve”. Read more.
Client Video: Understanding the Challenge of LTC Costs
No matter how much you plan, the unexpected could happen. Use this video to help start the LTC conversation and deepen your clients’ understanding of the costs of long-term care. Watch video.
Business Planning Kit
This Kit is intended to give an expansive overview of the business insurance market and why working with business owners as part of an advisors’ practice should be embraced. Whether they are new to the business insurance marketplace or a seasoned veteran, there is sure to be something here that can help expand their business insurance practice. View kit.