https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/795/Cross-Selling-Financial-Services-TodayS-Urgency/
... bottom line. Adding such related products as Annuities, Long-Term Care, Critical Illness, and charitable-contribution programs can grow revenues even further. You can also build on the two-legged base of P/C and Life by rounding out your portfolio of programs: Real estate, mortgages, travel, and loss prevention can all come together, each service providing leads to the others in the family. This isn't theory. Plenty of agencies nationwide are using cross selling to fuel their growth. In a hub agency, although the P/C ... . Commit to a full-time, professional, in-house Life/Benefits producer. 2. Establish a lead system for the producer. Just being with a P/C agency is not enough. 3. Take advantage of what's new, good, and salable in related fields. For example: Annuities. Annuities aren't dull back-page-of-the-ratebook products any more. They provide half the income of Life companies. Your clients are buying lots of them. Have your producers or CSRs ask each client, "When does your next CD mature? Would ... dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click to call Unfollow First name: Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Products/Services News Jobs Team Articles Blog Group Followers Photos Reviews Newsletters x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. CompleteMarkets 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and ...
https://completemarkets.com/Article/article-post/795/Cross-Selling-Financial-Services-TodayS-Urgency/
...tfolio of programs: Real estate, mortgages, travel, and loss prevention can al...about these specialized products or services, bring in an expert to do the pre...
https://completemarkets.com/Article/article-post/2422/Banks-If-We-Cant-Beat-Em-Should-We-Join-Em/
...t-ridden customer with a 30-year mortgage, this program would make them debt free (including their mortgage) in less than 10 years-and at the en...cally goes into action, meeting the mortgage- and consumer debt-retirement sch...
https://completemarkets.com/Article/article-post/375/Speed-A-New-Entitlement/
...or three weeks to process a home mortgage application, grant the approval, and...is is not a pipe dream. Agents in the field are currently operating in this ma...
https://completemarkets.com/Article/article-post/805/Identifying-A-Niche/
...35% to household debt, including mortgage payments, credit card bills, and car...th 35% of household income going to mortgage payments, credit card bills, and ...
https://completemarkets.com/Article/article-post/1613/LIFE-OPERATION-OPTIONS-MODULE-I/
...licenses to market products from Mortgage Redemption to Term conversions. Most...at prospect on the basis of selling Mortgage Redemption. Some agencies mail U...
https://completemarkets.com/Article/article-post/1657/UNIVERSAL-LIFE-INSURANCE-MODULE-V-E/
...rsal Life, Group Universal Life, Mortgage Universal Life, Payroll Deduction Un...n or rent? If you own, what is your mortgage amount? Are you covered by a pens...
https://completemarkets.com/Article/article-post/1628/TRAINING-MODULE-III-C/
...ly simple package plans, such as Mortgage Cancellation, Term conversions, pens...e hand-held computer should be in the field. Personal Lines Many times, ...
https://completemarkets.com/Article/article-post/987/BUILDING-PROFITABILITY-WITH-LIFE-AND-HEALTH-SALES/
... estate tax, family maintenance, mortgage and educational insurance, retiremen...
https://completemarkets.com/Article/article-post/1012/EVALUATING-BANK-OPPORTUNITIES/
...e most of the accounts came from mortgage customers and were never expanded. A...