Life/Health Resource Library
The ThinkAdvisor Life/Health Resource Library offers a wide range of free whitepapers, case studies and industry analysis provided by industry leaders, created specifically for insurance advisors. View our free Resource Library content below today!
For information on posting content or content syndication in the Resource Library, please contact Tracey Zwolak.
How to Teach Prospects the Difference Between Life Insurance and Roth IRAs
From Ed Slott and Company
3 Differences Between Life Insurance and Roth IRAsRead More
To your prospects and clients, life insurance and Roth IRAs are just two options to help facilitate the transfer of assets from one generation to the next. While they share many similarities including their tax-free nature, there are also a number of key differences you should be aware of when suggesting which is most appropriate for each individual client’s retirement strategy.
Download this “3 Differences Between Life Insurance and Roth IRAs” fact sheet that will help your clients easily understand the difference and choose the right option for their family.
Why Advisors are Taking Insurance Applications Digital
From Megastar Advisors
Are you still submitting paper applications on behalf of your insurance clients? It‘s time to go digital or risk going extinct.Read More
With technology in the industry evolving, the best advisors are finding faster, more efficient ways to manage their practices. One of the biggest shifts is in how advisors are using technology to manage the application submission process.
Download this “Are You Still Submitting Paper Applications?” white paper and see how adopting a digital application submission process can enable you to close sales faster and get paid quicker by expediting the entire application process.
You'll learn how incorporating digital applications into your workflow will:
•Move more of your applications from “Not In Good Order” to “In Good Order” status
•Save you time when meeting with clients
•Improve compliance with legal standards
PLUS – learn how you can easily implement this digital process at your practice!
Client Guide: Help Women Clients Understand Long-Term Care
What your female clients need to know about long-term care.Read More
The unpredictability of a health event requiring long-term care and its expenses can leave many of your clients and prospects with sleepless nights. But for women, who have longer life expectancy, the risk is far greater because they face a higher probability of needing care or becoming a caregiver.
Download this “What every woman should know about long-term care” white paper and help your clients secure their financial and their physical well-being.
Provide insights to your clients and prospects about the long-term care challenges women face:
•Biological reasons why women are more likely than men to need long-term care
•Gender-biased sociological expectations regarding the role of the caregiver
•The long-term financial risks of needing care or becoming a caregiver.
- Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
-Affiliates are separately responsible for their own financial and contractual obligations.
21 Appointments in 14 Days: Without Direct Mail
From Able Financial
How to use digital marketing to increase appointments.Read More
Good digital marketing has taken the place of traditional marketing methods over the last few years. While costs of mail have increased, and the requirement to send more and more mail has been the message from mail houses everywhere, excellent digital marketing can produce higher quality leads for a fraction of the cost.
Watch this video to learn how having a sustainable and profitable digital marketing program will increase your face to face appointments!
You'll leave with an understanding of:
• How you can get 20-30 appointments per month
• Why real digital marketing MUST be layered
• How to even out your sales cycle to avoid droughts in business
• … and more!
How Qualified are Your Annuity Leads?
Find out how you can get qualified and closable annuity leads.Read More
There is no exact science to generating annuity leads or converting them. But, for an advisor, having a successful annuity lead generation program could mean life or death for your practice.
Download this exclusive “The Annuity Leads: COMMON QUESTIONS & ANSWERS” fact sheet and learn more about what you can do to gain more qualified annuity leads and how you can get access to resources that will help you up your conversions and grow your bottom line.
Ed Slott and Company
Lincoln Financial Group
Kansas City Life
The Revolution FMO
2017 Ed Slott's IRA Advisor newsletter