https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1605/SELLING-THE-CHARITABLE-POLICY/
... name: Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Services Jobs PR Newsletters Employees Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Selling The Charitable Policy 4/30/2013 10:40:04 PM by CompleteMarkets Editor This content has not been rated yet. SELLING THE CHARITABLE POLICY Want an easy, effective way to enable people to do what they want to do-help their favorite charities and the community? Agents also help themselves and the agency. Like many successful routines, it's so straightforward, it sweeps people off their feet! Here's how it works: When anyone in the agency writes a Life insurance application, while compiling the paperwork (or even before then, during casual conversation), get the name of the client's favorite charity or cause. Everybody has one. It might be medical, educational, religious, cultural, scientific, environmental . . . there's a full range. For convenience, we'll refer to the charity simply as the cause. As the Life application is being completed, the agent can ask: How would you like to give your favorite charity-the cause-a surprise gift? I'll ask the insurance company to issue a separate policy in favor of the cause ...
https://completemarkets.com/Article/article-post/1605/SELLING-THE-CHARITABLE-POLICY/
...y want to do-help their favorite charities and the community? Agents also help...course, but money is very tight for charities, too. Some are being forced to c...
https://completemarkets.com/Article/article-post/2735/Benefits-Of-Having-Life-Insurance/
... can allow funding to support their children or grandchildren to attend future education. With the large sums of money required these days for young people to get a college degree this might prove to be a massive advantage. Some families are left to fork out serious amounts of cash after being hit with estate taxes upon death. A life insurance policy might help paying the amount required. This can cause a lot of financial pressure on the family, often having to sell their assets for much less than market value. Life insurance can often help equalize the person's inheritance . If the person has property and intends to leave it to one of their children they can buy life insurance to the value of the property in the other child's name as a beneficiary. Life Insurance Is A Great Way To Give To Charity In most countries it is possible to name a charity as a beneficiary. The proceeds are completely tax free and is a safe way to ensure the charity receives the finances. This has proven to be a fantastic and inexpensive way to denote to the charity of your choice. Is Life Insurance Good For Business?Many employees are offered life insurance as an employee benefit. This can be a fantastic incentive for a person to join a business and can help create a happy workforce and add to a positive working environment. It often makes the employee feel like the business they work for cares about their health and the well being of their family. This can help raise productivity. Life insurance can also help create a good bond between employees and employers. It allows employees to spend less time ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/349/Public-Relations-An-Investigation/
... Most agency owners view their membership in the Rotary Club, Optimists, or Kiwanas (to name only a few organizations) as networking or community marketing. Although such memberships are good for marketing and networking, try to think of them more in terms of public relations. Just as with trade associations, such memberships are only as good as your level of participation. Seek out elected offices, serve as a spokesperson, take on special interest committee work. Among the personal benefits you may experience, other members will come to think of you as a mover and shaker and rely on your guidance. Not a bad persona for an insurance agent. Plus, the more active you are, the more chance you will be seen as a spokesperson for your group when local media cover your activities. CHARITY WORK. Nearly all the civic membership items just mentioned apply to charity work. One distinct advantage is that you don't have to look for a charity to join, you can start your own. Just pick a local shelter, hospice, or any other nonprofit organization that benefits your community and build your own fund-raising program for them. A Ford dealership in Southern New Jersey selected five charities to help, ranging from an orphanage to a hospital. Starting with raffles, this dealership now actually produces major concerts to raise funds. The dealership has also joined forces with one of the banks and one of the supermarkets for co-op promotion and ticket sales: You have to go to one of the three to buy your tickets. Everyone within a hundred miles knows of this dealership's philanthropy, and business ...
https://completemarkets.com/Article/article-post/1388/A-CHRISTMAS-CONTRIBUTION/
...or any of the thousands of other charities that need help. So this year, why ...
https://completemarkets.com/Article/article-post/817/Getting-The-BankS-Interest-Seminars-Sell/
... Life/Health topics, which are high on almost everyone's list of needs and interests. Close the seminar with a presentation of the agency's strengths-such as the carriers it represents, its personnel, and its local involvement in civic affairs-and its commitment to earn business and loyalty through professionalism and dedicated service. Distribute brief seminar-evaluation forms with an option to request an appointment. A seminar featuring travel to one or more sites, whether it's a nearby attraction or a tour half a world away, also can be highly effective. After whetting the attendees' appetites, the insurance presentation can illustrate how potentially significant savings achieved through the agency's professionalism can help fund such excursions. Life insurance is particularly dramatic: In some cases, the savings may be enough to fund most or all of the featured trips. A charity may sponsor or co-sponsor the seminar, with the admission fee going as a contribution to the charity. The agency's Life specialist will discuss how donors can benefit by making planned gifts to charity, improving both their income tax and estate tax positions. A professional review of all coverages-P/C , Life, and Health-is offered, and the services of the bank's trust department may be offered where appropriate. David Goodwin can be reached at Dave Goodwin & Associates, P.O. Drawer 54-6661, Surfside, FL 33154-0661, (305) 865-0158, Fax: (305) 865-1252, E-mail [email protected] . Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, your business or your family? Get ...
https://completemarkets.com/Article/article-post/398/The-Creativity-Factor/
... image around selected community charities. It started with an annual reverse raffle co-produced with five local charities involving community youth, shelters...
https://completemarkets.com/Article/article-post/391/Marketing-The-Art-Of-Different/
... image around selected community charities. It started with an annual reverse raffle co-produced with five local charities, involving community youth, shelter...
https://completemarkets.com/Article/article-post/349/Public-Relations-An-Investigation/
...outhern New Jersey selected five charities to help, ranging from an orphanage ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/384/Getting-%E2%80%98Back-To-Business%E2%80%99/
... staff members to voice their fears and seek support from each other. Communication is critical in overcoming fear. Offer travel alternatives. If someone is fearful of flying, allow them the extra time to make the trip by car or train. The simple act of travel by any means will help them eventually overcome the fear of travel by plane. When possible, allow spouses to make the trip with their partner. The spousal support will help each one of them. Meet one-on-one with any employee having more serious problems over the attacks. Have information available from your health care provider on available resources to help employees deal with their fears. Allow more latitude in company policy on personal conversations by telephone, e-mail and actual office visits. Family and friends are invaluable support tools. Promote employee involvement in charities and fundraising, if you're not doing so already. This need not be specific to the tragedy; it could be a local charity. Bottom line: any service work is good for emotional health. Above all, be patient and understanding. Your actions under these circumstances can significantly increase employee loyalty or totally undermine it. It's your choice. As for clients and prospects: Don't use a discussion of the tragedy as the ice-breaking conversational opener in any sales call or visit. If the client/prospect brings up the subject, feel free to talk about it — with a sensitive focus on bringing the conversation back to business. Concentrate on existing customers rather than prospects. Everyone's looking for the connection of a human touch. Let your customers know the measures you've taken to ensure the security ...