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life insurance
Articles tagged with life insurance
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Despite concerns about life insurance company solvency and uncertainty over health-care reform, now is...
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FAMILY RISK QUESTIONNAIRE We recommend a yearly review of all your insurance policies. This questionnaire makes that review quick and efficient. Please take a moment to answer the questions and retur...
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FINANCIAL MANAGEMENT IN AN UNCERTAIN MARKETPLACE by Carol Hammes It takes a lot of planning to attain higher growth rates and lower expense levels. The first step in the process is to evalua...
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FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...
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FLESHING OUT PRESENT ACCOUNTS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name): Perhaps we don't say it often enough, but we sincerely appreciate serving you. As independent insurance ...
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FULL ACCOUNT SELLING WE VALUE YOUR BUSINESS Dear (Customer Name), (Your Agency Name) is proud to have you as a customer. You've been with us for many years, and we've enjoyed w...
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GENERAL CUSTOMER QUESTIONNAIRE Art Dannecker of the Westfield Companies developed this customer questionnaire for use by Westfield agencies: CUSTOMER QUESTIONNAIRE 1. From a personal ...
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GENERAL SOLICITATION - 'YOU CALL US' Dear (Customer Name): Customer service - We've built a business on it. As your insurance agent for ( ) years, we hope you've been pleased with the service we...
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GENERAL SOLICITATION - NEW LIFE COVERAGES AVAILABLE Dear (Customer Name): Eighty percent of all assets people leave at death consist of Life insurance proceeds. Have you checked lately to ensure tha...
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Cross-marketing between banks and insurance agencies remains largely virgin territory. Most of the potential has not even been charted, let alone mined.
In working with banks as partners, owners, or co-venturers, insurance principals should recognize the pros and cons of the affiliation to neutralize the negatives and build on the positives.