Did You Know?
Weekly Insurance Sales Tips & Tools
Did You Know is a weekly Life and Living Benefits Insurance Tips & Tools e-mail to remind or help you with the nuances of selling and servicing your client’s insurance needs.
With warm regards
I cannot miss this opportunity to thank you for your sound articles that I have been reading and learning from for the past few weeks. If I had known about you earlier, I would have chosen insurance as a career and benefited from your wisdom and guidance.
I find your Insurance Know-How articles very informative and helpful even though I am in the Insurance business for 39 1/2 years. Thank you.
Enayat Michael Ali, CFP, CLU, CH.F.C., EPC
40 yr Insurance Veteran
I believe what you bring to the table is invaluable for today’s advisors as no one is providing this type of training, guidance and assistance.
Art Robson, 40 yr Insurance Veteran & Top of the Table Producer
Cotton Systems Ltd.
Helena has some terrific advice in her newsletters. Her content is clear and valuable.
Wayne Cotton, CLU of Cotton Systems Ltd.
The Most Recent 20 Tips in the Did You Know Library:
Did you know that your out of country travel insurance will deny your claim for one very common reason? Have you ever enjoyed all the benefits of an all inclusive resort? Lots of activities are offered as part of the package life kayaking, wind sailing, water...
Did you know that whole life policies (both Par & Non Par) can be used as Decreasing Term to 100 and the policy owner controls how much they want it to decrease by, and when?! Alternatively, they can change their mind and bring the death benefit up to the original...
Did you know that by not returning 4 phone calls or replying to 3 follow up e-mails an advisor missed the opportunity to make a ‘done deal’ $10,000,000 life insurance sale? This ‘case study’ involved an advisor’s client who had moved to another province where the...
Did you know that preliminary research is finding that all levels of people engaged in the life insurance industry suffer from the same bad business manners problem ? But think about it. When was the last time you called your MGA and were able to talk to the person...