Posts Tagged ‘Experts Corner’

Join The Plus Group and Principal Life Insurance Company and Learn how you can become more successful working with business owners by utilizing complimentary buy-sell review and informal business valuation services. Often times, business owners have not properly planned for the succession of their business in the event of death or disability.  And if they do have a plan, it is often outdated or has not been properly funded.  Learn how you can differentiate yourself with business owner prospects and clients by offering them these valuable services and helping them address

Join us for another Plus Group Learning Webinar. We will be discussing Assurity’s DI history and sales distribution stats (age groups, elimination periods, benefit periods, frequency of riders sold) so agents can see where their policies come from. We will also talk about Assurity’s track record selling guaranteed renewable policies, their new “all base” benefit, as well as opportunities for impaired risk clients.

Space is Limited so Don’t Delay ~ In Just 30 Minutes You Will Learn Some Great Sales Techniques! 

After registering you will receive a confirmation email containing information about joining

Join us for The Plus Group Learning Webinar and find out about:

– A Case study of Rosemarie Rossetti sharing how she acquired a disability what disability insurance meant to her.

– Research revealing the reasons insurance agents are not selling individual disability insurance.

– The likelihood of having a disability due to an injury versus and illness.

– Occupations to target for disability insurance sales.

– Conversation starters to close more disability insurance sales.

Space is Limited so Don’t Delay ~ In Just 30

While the world of long term care insurance has evolved a great deal in the past eighteen months, the most monumental change occurred on January 1, 1997 when the Kennedy-Kassenbaum bill of 1996, HR 3103, enacted HIPAA (Health Insurance Portability and Accountability Act). HIPAA granted Tax Qualified LTC with standardized Activities of Daily Living (ADL) eligibility criteria. This made it much easier for consumers to understand how Long Term Care (LTC) insurance policies pay benefits. Previously, SB 194 passed in 1993 which stated that Comprehensive LTC policies must include specific

What do the letters DI stand for? When we are talking DI, we are generally talking about earned income protection. DI is often referred to as Disability Insurance, but you may recall from your license test that Disability Insurance also includes Health Insurance and Long Term Care Insurance. Disability Income is what DI represents when we are talking about products that provide income when you are too sick or hurt to earn income. How do we increase sales so that your client can have Disability Income (DI) when they have

Join us for The Plus Group Learning Webinar and find out about words that work.  This webinar will touch on a number of topics including: The background on how this research was conducted and insights on the importance of speaking your clients’ language.

The three shifts in your DI sales language that can drive more productive DI sales discussions with customers.

The words to use and key strategies for building trust, credibility and relationships with clients.

Using the DI Words that Workto reframe your client sales conversations

While the world of long term care insurance has evolved a great deal in the past eighteen months, the most monumental change occurred on January 1, 1997 when the Kennedy-Kassenbaum bill of 1996, HR 3103, enacted HIPAA (Health Insurance Portability and Accountability Act). HIPAA granted Tax Qualified LTC with standardized Activities of Daily Living (ADL) eligibility criteria. This made it much easier for consumers to understand how Long Term Care (LTC) insurance policies pay benefits. Previously, SB 194 passed in 1993 which stated that Comprehensive LTC policies must include specific

Join us for The Plus Group Learning Webinar and find out how to transition from an individual sale to a multi-life plan.

Mutual of Omaha’s focus during this presentation will be to illustrate how producers can best transition the conversation from an individual DI sale to a Multi-life plan.  We will review the ESI, GSI and Association programs within Mutual of Omaha’s DI Choice and DI Choice at Work, with an emphasis on the occupation classes that would be most successful and those situations that would not fit Mutual of

The First Ever National DI Day® was a huge success with Disability Insurance events through-out the United States. The Plus Group, Inc. had over 500 attendees at this unique event in conjunction with Disability Insurance Awareness Month (DIAM).

The Plus Group, Inc., the Nation’s Premier Disability Insurance Brokerage Organization with 22 offices throughout the U.S., held its first ever National DI Day®. This event took place at various Plus Group offices around the country on 05/05/15. This event was in conjunction with Disability Insurance Awareness Month (DIAM) which takes place each

Join us for The Plus Group Learning Webinar and find out how to turn your declined cases into Sales! Risk Insurance and Reinsurance Solutions can help you sell your declined and difficult to place cases. Risk has two different products available so you can provide multiple options for your clients with medical, financial and occupationally challenging cases.

Space is Limited so Don’t Delay ~ In Just 45 Minutes You Will Learn Some Great Sales Techniques! 

After registering you will receive a confirmation email containing information about joining the Webinar.

Presented By:

Trish Boon
Chief Underwriter, Risk Insurance