- Monday Minute – November 28, 2022
Transform the Traditional Illustration Experience
In today’s environment, it is more important than ever for you to effectively educate your clients and easily demonstrate the holistic benefits of insurance products in a comprehensive financial plan. Our new proprietary Indexed Universal Life sales platform simplifies the pre-sales policy design process, transforms client education, and enhances planning discussions.
Be sure to ask your Advisor Development Consultant for information on some software that will eliminate confusion during the life insurance sales process and educate consumers on the importance of a holistic plan that seamlessly integrates life insurance through our enhanced proprietary software.