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UAE boasts a diverse market

Scott Rogers 0.0

Members in the UAE sift through a wide range of clients.

0:19:20

Top of the Table via disability insurance

David C. Blake 0.0

Did you know that individual long-term disability insurance contracts can be offered as a supplemental employee benefit for highly compensated professionals with permanently discounted rates and on a "guaranteed issue" basis? Through this type of voluntary offering an employer can create the opportunity for its highly compensated employees to protect uninsured income sources, replace qualified retirement plan contributions and do so without having to satisfy any medical underwriting requirements. This type of sales approach has enabled Blake to place hundreds of individual disability policies every year and create localized client/prospect nests for cross-selling opportunities. Learn how offering this coverage can enhance an employer's LTD benefit, how to enlist the aid of existing executive/professional clients to start this dialogue with their employers, and how web-based enrollment platforms created by a number of U.S. based insurance carriers can allow you to effectively approach large populations of highly compensated prospects.

0:07:20

生命保険がつくる「資産」 “喜ばれると嬉しい”人間だけが持つ本能を力に

金子寛紀様 (Mr. Hiroki Kaneko) 0.0

「喜ばれると嬉しい」―これは人にしかない本能の一つだと金子氏は説明する。同氏は、生きていくためにお金が大事であることはもちろんだが、人に喜ばれることをして自分も幸せになり、人という資産を築いていけたらと、展望する。

0:01:38

Advising clients: Earn referrals when you earn trust

Jerry Yeo 5.0

When you offer clients options for how to reach their goals, they become receptive to your advice and you gain their trust. In turn, clients will refer you to others.

0:11:57

Approaches to long-term care

Timothy Clairmont 5.0

Clairmont shares a unique presentation technique he uses with clients to get them to see the value of life insurance.

0:09:31

A lifetime of effort

Russell Collins, Dip LI 0.0

What would your clients lose in the event of a death or disability? Russell Collins encourages advisors to help clients see the "lifetime of effort" they stand to lose without proper planning. Presented at the 2016 Annual Meeting.

Great conversations about critical illness insurance

Darren W. Ulmer, CFP, CHS 0.0

Gain a new perspective on the benefits of critical illness insurance through the experiences of Ulmer, a cancer survivor, and his 8-year-old daughter, Hanna. Ulmer stresses the importance of living benefits coverage and addresses how critical illness impacts not only the patient but the entire family. In addition to telling his own story through a letter written by his daughter, he recommends a variety of conversations to have with clients about critical illness insurance and how it helped his family focus on recovery rather than financial concerns.

0:20:14

Insurance in action

Marvin H. Feldman, CLU, ChFC 5.0

Feldman offers ways to use real-life stories with your prospects.

A son's final gift

Naoki Noda 5.0

Life insurance legacy helps parents go on

Making the complex easy

Scott Rogers 0.0

Zlotnik encouraged members to keep it simple when interviewing clients.

Review leads to revamp

Liz DeCarlo 0.0

A review of life insurance policies turns up major problems that an MDRT member must solve.

Medical crises don't stop during economic downturns

Delia Hui Wong 0.0

Convincing a young client to keep her policy shows advisor her mission.

More guidance

Scott Rogers 0.0

Members in China fight against long-held beliefs.

0:20:32

Legacy building

Frederick T. Scruggs, CLU, ChFC 0.0

Put yourself in the quarterback role for your clients' business planning process. Scruggs explains the advisor's long-term role in leading, managing, and organizing business success(ion) planning for private and family businesses. The advisor is best suited to manage this process — not the lawyer or banker, and certainly not the business owner. Your experience, current relationships, and access to resources make you the ideal choice for this role that could last for decades. Presented at the 2016 Annual Meeting.

True tale of life insurance in action

TIAGO DE CASTRO BARBOSA MELO 0.0

Help clients protect themselves from risk

0:09:18

진화하는 종신보험을 고객에게 전달하는 노하우

김현석 (Hyun-Suk, Kim) 0.0

끝없이 진화하고 있는 종신보험의 가치는 무엇인지 AIA생명 김현석 MP가 그 만의 종신보험 세일즈 노하우를 공개한다.