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| MONTHLY NEWS September 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.
Continue reading >
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Supplemental Plans: What They Are and Why You Might Need One (August 12, 2014)
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NEWS
Many Workers Fear Critical Illness more than Death
Nearly half of workers polled fear the financial impact of a critical illness more than dying from one, new research reveals. When asked to identify their greatest concern in case of a critical illness, 47 percent of survey participants named “finances.” That’s a significantly higher percentage than the third (29 percent) who flagged “dying” or the fifth (22 percent) who cited “the emotional burden.” Read more
Critical Illness Insurance: Deciding on a Dollar Amount
While sales of critical illness insurance — a product that pays a lump sum in cash if the policyholder is diagnosed with a critical illness covered by the contract -- are growing, the needs analysis underpinning a product recommendation (a key component of the sales process) remains a work in progress. Read more
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Product Spotlight
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AIM CINEMA
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Helpful Resources
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Download the Critical Illness Insurance Carriers Comparison Chart.
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