- Double Biz Bucks in January
The InsurMark Biz Bucks Bonanza has DOUBLE BIZ BUCKS for business submitted here in the month of January!! We want to significantly help you and your marketing budget in 2021!! As of today – you have three weeks remaining! We want to help you offset some of your marketing expenses based on the business you do with us! We can help you pay for seminars, digital marketing, direct mail and even virtual webinars – just to name a few. Be sure to talk to your Advisor Development Consultant for additional details on our BIZ BUCKS BONANZA!!
Addressing the COVID-Driven Retirement Reset
Join us January 19 th at 11:00 CST for our webinar “Addressing the Covid-driven Retirement Reset!”
Mass Affluent Families Are Re-Thinking Retirement in a COVID-19 world:
- They want to include annuities in the conversation.
- More clients want to talk about protected income than you may think.
- According to the Alliance for Lifetime Income (ALI), a recent survey of more affluent retirement savers revealed that 20% of respondents plan to retire later than originally planned—due to the COVID-19 pandemic. Yet, less than one in four people with a financial professional say they’ve been offered a new product or service by their advisor since the onset of COVID-19.
Fears of financial insecurity have risen due to the pandemic. Today, more
consumers want guaranteed income to ensure their basic needs are
covered when they retire.
There’s a better way to have a conversation about annuities! Join us on
January 19 th at 11:00 CST. A registration link is below!
Operational Success Academy on January 27
Last week we announced our next Operational Success Academy on January 27th! We will conduct this event virtually so attendees can join from the comfort, and safety, of their office! Our Operational Success Academy is designed to educate your administrative support teams on implementing effective tools and best practices that will allow your office to run more efficiently! We will cover topics such as: electronic applications (and how you can get policies issued faster), licensing and contracting, required advisor training, product basics, illustrations follow up best practices – just to name of few of the sessions we will be sharing! Be sure to talk to your Advisor Development Consultant about Operational Success Academy!
Talk to your Advisor Development Consultant or call 800-752-0207 today for more information.