Space is limited! OCI is hosting an afternoon of valuable sales coaching and education in the Kansas City area. Focusing on Extended Care and Business Continuation Planning, our two guest speakers will show you how to discover new opportunities, anticipate challenges, and increase your revenue. Find out why business owners will line up to learn from you by attending this session. Please RSVP below. We look forward to seeing you there.
There is still time to qualify for OCI’s Circle of Excellence trip to Dubai next spring! Remember to initiate the life insurance discussion when you’re across the table from your clients. All Life, LTC, DI, and Annuity sales will earn you credit towards the trip. One policy could make the difference. You’re in control.
Add these three webinars to your calendar before it’s too late. These are great opportunities to learn how to maximize your existing book of business for future sales. Please remember all previous webinars are available to view on our Brokerage website.
Thursday, November 1st, 10:00 AM – 10:30 AM CDT The Time to Plan is Now Linda Levyne, CLU, ChFC – SVP,
Head of Sales and Distribution | John Hancock [Register Now]
Monday, November 5th, 10:30 AM – 11:00 AM CDT New Loan Split Dollar Idea Principal | Looking for a Solution Employer Clients can
use to Reward their Key Employees? To Participate: 866-599-9219 | Password: Focus
Tuesday, November 6th, 12:00 PM – 1:00 PM CDT Find LTC Sales Opportunities in your Book of Business Lincoln Financial Group [Register Now]
• Carrier Updates & Sales Ideas
Lincoln updates TermAccel product details (accelerated underwriting up to $1,000,000).
Prudential updates cancer underwriting – certain clients can now qualify for preferred rates.
Athene launches new marketing pieces. Your clients are talking about retirement planning with someone. Don’t let this revenue opportunity walk out the door. Call us, we’ll help.
[View PDF 1] [View PDF 2]
Have you ever sold a homeowner’s insurance policy to one of your clients? Has a client ever came to you looking for a life insurance policy to protect their home and loved ones? Have you ever been caught in a bind because they only have 23 years left on their mortgage and you didn’t know if you should sell them a 20 or 25 year term policy? We now have the answer. AIG allows you to customize the term duration to match the remaining years on their home mortgage. [Click here to learn more.]
BONUS SALES TIP!!!
How many clients will you be talking to during the next couple months as you try to end the year on a high note? How many of those clients will come from different generations? The advisor who can “talk” across the generations will be one step ahead of the competition. Connect with your Clients here. (PDF Link)[Click here to learn more.]