Better Protect Clients by Recognizing Cross-sell Opportunities - Western Asset Protection
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Better Protect Clients by Recognizing Cross-sell Opportunities

April 30 @ 10:00 am - 11:00 am

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Better Protect Clients by Recognizing Cross-sell Opportunities –

Integrity offers agents valuable insights into their clients’ Medicare coverage gaps, along with suggestions for ancillary products that can be cross-sold to them. By using our additional quoting and cross-selling tools, you can enhance your selling potential and make the most of every opportunity. To help you develop effective sales strategies, we are joined by Gaylan Hendricks, the Queen of the Bundle.

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Date:
April 30
Time:
10:00 am - 11:00 am
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Final expense life insurance can be used by the beneficiary designated as needed rather than being limited to specific funeral services and providers. Final expense life policies will have a lower face value than most traditional term or whole life policies as they are intended for a specific purpose of covering those final costs rather than providing comprehensive support for surviving family members. This type of policy generally doesn’t require a medical exam, but premiums will be higher the older you are, and some benefit payouts may be limited during the first few years of coverage for those with significant health issues. Reducing or skipping premium payments will impact the amount of interest paid and may impact how long the policy lasts. Accessing the cash value of a policy will reduce the available cash surrender value and the death benefit. Policy guarantees are based upon the claims-paying ability of the issuing life insurance company.

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