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Help them meet their match

Wedding season is here, and if you’re ready to play matchmaker, developing a deeper understanding of client needs can help you make better recommendations and build stronger relationships. 

Ask your clients about their current and future goals and objectives. If current income needs are met, what’s the ultimate goal for their accumulation assets? What are the big “what ifs” causing anxiety? Are they thinking about planning for future generations? 

You can personalize the decision-making process for clients by telling a relatable story. Our latest case study features a widow who received a life insurance payment last year and is now ready to discuss her options. Share this flyer on your social media pages or add your contact information to send directly to clients.

Questions?

Call the Producer Resource Center at 888-724-4267, ext. 4680, 

or email PRC@SagicorLifeUSA.com.

Visit us online at SagicorProducer.com.

Products issued by Sagicor Life Insurance Company. Home Office: Scottsdale, AZ. Products not available in all states, and state variations may apply. Sagicor does not provide tax or estate planning advice. Your client(s) should consult with their tax advisor(s). Annuities and life insurance products have limitations and restrictions, including surrender charges. Sagicor issues other fixed annuities and life insurance products with similar features, benefits, limitations and restrictions. Contact Sagicor for more information. Contract Forms: ICC173008, 3008CA, 3008FL, 3008, and 3008ND. Policy Forms: ICC191021, 1021CA, 1021FL, 1021, and 1021ND. 

Sagicor is rated “A-” (Excellent) by A.M. Best Company (4^th best out of 16 possible ratings), affirmed as of November 4, 2021. Rating and guarantees based on the claims-paying ability of Sagicor Life Insurance Company. 

Insurance Professional Only. No Public Distribution.

WC-EML2304 | June 20, 2023