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| MONTHLY NEWS October 2014 |
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MARKETING NOTEBOOK
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Expanding Your Client Base
When a prospect transitions into a client, they may experience your firm as very in-touch and responsive. But after the accounts are opened and the prospect officially becomes a client, the communication can fall off. Your new client may feel like you just wanted to land them.
So, a process of regular, new client communications was developed to not only stay in touch during this sometimes quiet period, but to strengthen the relationship. And it has resulted in a higher percentage of referrals from these new clients.
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Supplemental Plans: What They Are and Why You Might Need One (August 12, 2014)
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NEWS
Critical Illness Insurance: Deciding on a Dollar Amount
In the wake of rising health insurance costs, employees are paying a higher share of premium for employer-provided health insurance, while simultaneously taking on higher out-of-pocket costs. These expenses can total thousands of dollars per year. This increased financial responsibility by employees, as well as related out-of-pocket expenses associated with a critical medical condition, comes at a time when many families and individuals are struggling with having little to no emergency cash reserves. In this environment, critical illness insurance can be the difference between weathering a health-related financial storm or staggering under the financial burden. However, employees can't buy what they don't appreciate or understand. -
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5 steps to building your critical illness business
Despite a push by insurers to add cancer and critical care riders to many of their life insurance policies, cancer survivors say they have been underinsured and hit with higher than expected out-of-pocket expenses.
Most of the survey’s 400 respondents — 84 percent — said they did not carry supplemental insurance. Conversely, only 7 percent had critical illness or cancer insurance, and 9 percent had some other form of supplemental insurance to help pay for costs not covered by employer-provided medical insurance.
The survey, which focused on the emotional and financial impact of cancer on middle-income survivors, revealed that 34 percent of respondents did not get the financial support they needed during treatment. - Read more
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Product Spotlight
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AIM CINEMA
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Helpful Resources
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