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OVERVIEW AND TOPICS
Diversifying Revenue for P&C Producers: Mining Life, Disability, & Long-Term Care Opportunities
Participants will discuss the opportunities for non-independent insurance agents to penetrate the life insurance marketplace. They will explore how to serve as the risk manager for clients by becoming more multi-line oriented. They will examine the specific tools the p/c agent can use to uncover life insurance needs for existing clients or prospects. They will better understand how various life and health concepts can be used with existing business owners. They will discuss the purpose of a Buy-Sell Agreement and Key Person Insurance. They will learn how to use life insurance to insure the key person, how a 162 Bonus Plan can benefit the key person and the employer, how a buy-sell agreement can protect the business and the business owners, and more.
Diversifying Revenue for P&C Producers: Mining Life, Disability, & Long-Term Care Opportunities
Participants will discuss the opportunities for non-independent insurance agents to penetrate the life insurance marketplace. They will explore how to serve as the risk manager for clients by becoming more multi-line oriented. They will examine the specific tools the p/c agent can use to uncover life insurance needs for existing clients or prospects. They will better understand how various life and health concepts can be used with existing business owners. They will discuss the purpose of a Buy-Sell Agreement and Key Person Insurance. They will learn how to use life insurance to insure the key person, how a 162 Bonus Plan can benefit the key person and the employer, how a buy-sell agreement can protect the business and the business owners, and more.