MONDAY MORNING MEMO
4/20/2020| Issue 26
NEWS FOR YOU
HAPPY HOUR
COVID-19 favors digital life sales over call center sales
Consumers who are sheltering in place could buy life insurance over the telephone just as easily as through digital systems. But U.S. life insurers are more likely to say they increased sales through online systems and mobile devices than through call centers or direct-mail-based sales processes. Analyst at LIMRA have reported that finding in a summary of results from a survey of 47 U.S. life insurers. Read more here.
Join us each week as we toast one another and share tips, tricks, and support to keep us going in our new virtual world. You will have access to IFC management, producer consultants, our concierge team and company representatives. Grab a drink, turn on your webcam, and join our Virtual Sales Happy Hour each Thursday afternoon at 4:00 PM.
EMPLOYEE UPDATES
CONCIERGE SERVICES
We would like to welcome the newest member of the IFC team. Shelly Spieth has joined us as a Health Specialist. She has spent over 25 years in the insurance industry. Her past experience includes medical and dental claims, reinsurance, writing summary plan descriptions, and working with PBMs. She has also sold individual, life, Medicare, and ancillary products. Please take some time to welcome Shelly to the team!
Are you looking for ways to grow your business without adding to your workload or fixed overhead? Learn more about our concierge services in a short video here. Contact us to learn how we can help you!
WEBINAR SCHEDULE
Learn how to go from "Concept to Commission" with Hybrid LTC
Clients are buying hybrid long term care products at record breaking levels. Join ust to see why AssetCare by OneAmerica and ForeCare by Global Atlantic are two of the best. You will discover why these products are so popular and uniquely positioned to help your clients with their LTC needs now. We will unpack exactly how to use them to serve your clients as you advance from "Concept to Commission".

April 29 | 2:00 PM
April 30 | 10:00 AM
National General COVID-19 Response
Join the virtual seminar as they talk about their response to the COVID-19 pandemic as well as:
  • Small Group traditional level-funding approach
  • Deep dive - Referenced based pricing
  • 51+ solutions
  • Virtual solutions for completing groups
  • Commissions

April 21 | 10:00 AM

April 28 | 10:00 AM
United Life Permission Slip Sale
Uncover additional sales by simply asking who or what the money is for. If your clients have under performing safe assets, consider repositioning those assets into a Single Premium Whole Life policy to leave a legacy for their heirs, all while maintaining liquidity with a Return of Premium Rider and a Living Benefits Rider.

May 12 | 2:00 PM
May 14 | 10:00 AM

What will happen to your client?
What will happen to your clients? Die too soon? Live too long? Get sick along the way? AIG can provide life insurance that doesn’t require them to die to use. Learn how AIG’s Secure Lifetime GUL III product can provide solutions for all of your clients concerns.

May 19 | 2:00 PM

ANNUITY RATES & MORE
Take advantage of current high 7-year rate to offer your clients on a fixed income
Read more here .

How can a certificate of deposit be used to provide retirement income?
Many retired individuals who are adverse to investment risk elect to generate income from their retirement savings by purchasing bank certificates of deposit (CDs),
Read more here .

Check out this week's rates here .
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