Tuesday Connection | November 10, 2020
Staying connected with clients is more important now than ever before. If you’re looking for innovative ways to stay connected with clients in these virtual times, check out this quick video. In less than 3 minutes, you’ll walk away with 9 ideas that can help keep your connection to clients strong.
Did you know that median US retirement savings in 2020 is only $57,000? And, that 25% of US adults have no retirement savings? While your clients may not be the average person, they might benefit from saving more too. Click here for a Retirement Planning Using Life Insurance video to share with your clients.
This client facing website is up and running to assist you in sparking LTC conversations with your clients. You will also find a brief video that breaks down the site which can be customized with your contact information.
  When it comes to life insurance, it’s not about the products we sell, it’s about the stories we tell. We have 7 very short stories for you to incorporate into your sales presentations. Let's start with Conversation Starter #1: Financial Offense vs. Financial Defense.
We can handle all your underwriting cases. With our experience and determination, we know what it takes to get your most difficult cases placed. View our latest case studies here 
You have many choices! Go here for the various carrier programs, focused on the fluidless aspects of accelerated underwriting.
460 Hillside Avenue Needham, MA 02494  
T 781.449.6800  - [email protected]