Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to make policy illustrations clear for prospects.
OLHI also finds increased website usage and has plans to improve its public communications
Educating members of the large underinsured segment — not selling — is key
Chris Karram, co-CEO and financial advisor with Safebridge Financial Group, discusses how to identify clients who may be underinsured and gives tips on using key life events to start a dialogue with them.
The middle market is underserved and underinsured
Why many Canadians are lacking the protection they need, and how advisors can help
Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains that advisors should buck the current trend of soft-pedaling and, for best results, explain life insurance and its benefits clearly to prospects.
Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains an easy way to start the life insurance discussion is to present an “ideal family protection portfolio.”
Clients often do not fully understand the negative implications of cancelling a life insurance policy. It is your role as an advisor to ensure there is a conversation that lays out the consequences - and the alternatives
Research shows clients want a faster process