Protective Life 2022 Year-End Processing Dates
2022 Year-End Processing Dates Click here for information
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AG/Corebridge 2022 Year-End Processing Dates and Holiday Hours
There’s a popular expression these days: “Millennials killed [fill in the blank].” Mortgages, marriages and avocados are among the many things that have filled that space. Now, some want to […]
American National Removes Signature Term Series with Living Benefits
The recent announcement by American National has created a tremendous opportunity for your clients to buy one of the nation’s leading Term Life with Living Benefits products! Their highly competitive Signature Term […]
Why aren’t Millennials buying life insurance?
There’s a popular expression these days: “Millennials killed [fill in the blank].” Mortgages, marriages and avocados are among the many things that have filled that space. Now, some want to […]
How to Respond to Client Complaints
Customer complaints — they come in the form of an angry email, a scathing online review, an awkward in-person encounter, a negative tweet, or an unexpected phone call. It’s tough […]
Negative Reviews & Customer Service Templates
Included in this document are prompts to get you thinking about what to write in your responses to customer reviews. Keep in mind – these responses are prompts and […]
25 Voicemail Script Templates
Below are 25 prompts for you to leave a helpful, quick, and actionable sales voicemail or voicemail greeting. While the words in each section should serve your purpose, we encourage […]
30 Follow-Up Email Templates
Craft the Perfect Follow-Up Email [+Templates] These 30 templates are completely customizable for you to use to send concise, direct, and respectful follow-up messages. Included in this document are 30 […]
Summer Splash Bonus Cash for e-Apps!
*Cash Bonus is non-cumulative. Eligible policies and contracts must be submitted between 7/1/2022 and 9/30/2022, paid by and remain in force through 10/14/2022 in order to qualify. Based on annualized […]
INSTANT OFFER – Lincoln TermAccel up to $2.5 million
What is “Real-Time Offer”? To improve turnaround times for life insurance ticket submissions, Real-Time Offer will immediately communicate an approval decision to eligible clients, the writing agent and case contact […]