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Distinction Number Ten - Brokers*ACT helps you increase production by having this information at your fingertips. By clicking on the 'Total' fields, Brokers*ACT easily calculates the cost, benefit and value of all the policies listed. When doing a complete Financial Plan for a Client, during the Estate Planning phase, insurance comes in to play more times than not. And the sooner you address this with your Clients, the better off they will be in the event there is a death. And the better off you will be in terms of increased production.
How much insurance business are you leaving on the table right now? Don't leave this business for the other insurance agent. These days they are after your equity business as well. The less contact they have with your client, the better. Even the CPA's and Attorneys are encroaching on your revenue stream. The Client has to have it if they are to protect their assets. It's not a matter of choice as to what but from whom they buy. It should be you, right? Right, that is if you are trained in life and long-term care insurance. If you are not, then let this be the catalyst that gets you motivated.
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