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8 results found
https://completemarkets.com/Article/article-post/1535/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-CHAPTER-6/
...ransfer the agency to a child or children, without being paid for all or part ...nce payments may be)? Are your children producers? Is a separate entity ...

https://completemarkets.com/Article/article-post/1704/CAUSE-RELATED-MARKETING-BOLSTER-YOUR-IMAGE/
...y hour, and that fire kills more children than any other cause. Marketing fi...gnals, homes, and buildings. School children come to Safetyville to learn to c...

https://completemarkets.com/Article/article-post/1388/A-CHRISTMAS-CONTRIBUTION/
...cy's favorite charity might be a children's hospital, the Salvation Army, a ho...made a contribution in your name to Children's Hospital so that the kids there...

https://completemarkets.com/Article/article-post/1561/OSHAS-FIELD-SANITATION-STANDARD/
...r also includes young adults and children under 18. The greatest number of fi...

https://completemarkets.com/Article/article-post/1661/SAFETY-AND-SURVIVAL-IN-AN-EARTHQUAKE-PART-2/
...truct family members (especially children) how to call emergency phone numbers...the traditional mother, father, and children. It could be a 'family' of roomma...

https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1655/Single-Premium-Whole-Life-Insurance-Module-V-C/
... or other, but as we will outline, there is a surprising number of such prospects. Keep in mind that you can't convince a prospect to buy a Single-Premium Whole Life policy unless he or she already has the money. Prospects range in age and income level, but all need some type of investment vehicle. A Single-Premium Whole Life prospect could be new parents with hopes of college for their children; someone who wants a strong, safe investment-plus Life insurance; or a person nearing retirement age who wants financial security for the retirement years. Here are some of the individuals who may be interested in Single-Premium Whole Life: Existing P/C clients: Many of your clients probably are not aware that you offer Life insurance, much less that you can provide them with such an advantageous investment ... with Action Step 3 in your seven-step sales process, the phone call to set the appointment. (The seven action steps to the sale are explained in detail in the Sales and Marketing' section of this Agent's Guide.) Also, when your P/C clients are due for an annual review, have the CSR or other person making the appointment find out about their Life insurance, tax shelters, and investments. During the producer's review, remind clients that your agency offers Life insurance and financial services products and offer a free insurance review (Action Step 4- The Qualifying Interview) . Mention Single-Premium Whole Life and some of its investment benefits. Existing Life Clients: Letter SP 2 is perfect for clients who've purchased a policy from you some time ago and may have outgrown it. Send ...

https://completemarkets.com/Article/article-post/1655/Single-Premium-Whole-Life-Insurance-Module-V-C/
... with hopes of college for their children; someone who wants a strong, safe in...y to IRA investors. Families with Children: Did you know that Single-Premium...

https://completemarkets.com/Article/article-post/1657/UNIVERSAL-LIFE-INSURANCE-MODULE-V-E/
...es? Are you married? Do you have children? What are their ages? Are any children college-age? Do you own or rent? If ...