On this episode of This Morning with Life & Annuities, Randy Pierson and Ray Parmon of the Gordon Marketing Life & Annuities team discuss Final Expense Insurance and the Best Plan Pro Quoting / Underwriting Resource. They have a Webinar coming up on January 13th with Aaron Thompson from Great Western Insurance to discuss their Final Expense insurance products as well as lead programs and even their CRM. Best Plan Pro can contribute to some amazing success in the Final Expense arena by making the sales more efficient. Randy also mentions a leads program that is extremely effective in sending out mailers of clients that have expressed interest in getting final expense insurance.
They then spend time talking about the business owner market. Business owners need to protect their business by having key person coverage on their key employees. Not only that, but they can also implement Executive Bonus, Split Dollar or Non-Qualified Deferred Compensation plans to attract, reward and retain key talent in their organization.
Ray is hosting a Lunch and Learn with Allianz to present various sales ideas and strategies regarding their Indexed Universal Life product. Also, we will have Jeremy Bickler make a presentation on Kai Zen Premium Finance as well. It should be time well spent! It is happening January 18th, 11:30am to 2pm at Maggiano’s on the North Side of Indianapolis.
Also there is an upcoming annuity seminar. It will be a half day of meaningful content designed to help an advisor or agent increase sales in annuity. By attending, they will also go to an Indiana Pacers game that evening.
"This Morning with Life & Annuities" is produced by Family Goat Multimedia Studio
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