Looking to take the lead in mining your current book of business? We’ve taken all the work out of mining your book of business by providing informative videos and resources to help uncover which clients are currently in the market for life insurance.
Turn high conversion leads into clients
If you're not contacting your life leads from the Lead Management Tool, you're leaving a lot of business on the table. In fact, about 31% of leads convert into policies.* Convert potential clients into policy holders with our lead conversion tips and resources.
Support life’s milestones with Anniversary Leads
Are your clients reaching new milestones in their lives, like getting married, having a child or buying a house? If so, their insurance needs may have changed as well. Be there to support your clients' new milestones by scheduling an insurance review on the anniversary of their policy, or view our Life Check-Up Guide to learn more.
Guaranteed Insurability Options — life insurance that goes the distance
The Guaranteed Insurability Option (GIO) rider gives clients the opportunity to buy up to $40,000 in coverage every three years from age 20-41, without evidence of insurability. This additional benefit option is included with Protective Series Whole Life and Protective Series Simplified Issue Whole Life policies. To request your GIO leads list, please contact your internal wholesaler.
Other related topics
Everything you need to cross-sell life insurance
Understanding the basics of life insurance
Resources to support your client conversations
We’re here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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