With 54% of Americans ringing in 2014 by considering a financial resolution,* make the most of this season by approaching your clients about a review of their life insurance coverage.
A regular policy review brings opportunities to strengthen your client relationships, acquire referrals and explore new business. Most of your clients will have experienced some sort of change in their life since you originally sold them their policy. These changes can sometimes create gaps in coverage and new opportunities that can benefit your clients.
Start the new year off right and reach out to your clients just when they may be resolving to get organized and take care of their financial situation.
For more information on strategies to increase sales opportunities call your Marketing Consultant at 1-877-888-0166.
* Fidelity Investments'® fifth annual New Year Financial Resolutions Study, Fidelity.com, 12/11/13Senior Market Sales is not an affiliate of Ameritas. This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including, but not limited to, Ameritas Life Insurance Corp., Ameritas Life Insurance Corp. of New York and Ameritas Investment Corp., member FINRA/SIPC. Ameritas Life Insurance Corp. is not licensed in New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas ®, visit ameritas.com. Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life® is a registered service mark of Ameritas Holding Company. ©2014 Ameritas Mutual Holding Company