The Forgotten Links in the Life Insurance Sales Chain
Dec 10, 2024
Two vitally important professional aspects of the life insurance agent business have all but disappeared as we have transformed to the independent model. Those two formerly essential parts of the professional life insurance sales chain are – Personal Delivery of Life Insurance Policies and Regular Comprehensive Insurance Portfolio Reviews. An inappropriate and ineffectual application of digital automation has convinced most advisors that they can save time and money by keeping it all online.
They are mistaken. Very mistaken.
Digitizing or omitting these important services is a false economy at best and a large ticking time bomb at worse. You are losing money today and setting up to lose a lot of money in the future.
There are few people more in tune with this issue or more forthcoming with compelling reasons to resume these processes and tactics than our Solis 34 Guest, Rhona Konnelly. I’ve known Rhona for years and she will be coming off her sensational 2024 Canada Sales Congess presentation when she joins us Thursday, December 12th, 2024 at 1:00pm ET.
Rhona Konnelly CLU, EPC, CPCA is an Insurance & Financial Services Specialist and Wealth Transfer and Legacy Planning Expert who was one of the first women in Canada to enter the financial services industry. Over the past 4 decades, she has served as an Insurance Professional specializing in financial and estate planning. She has served in senior roles at Sun Life, IG Wealth, BMO Nesbitt Burns, MD Management, and Edward Jones. She is a sought-after speaker and is a faculty member of the Elder Planning Counselor (EPC) certification program. She has been a Court of the Table MDRT Member.
But more than that, Rhona is passionate about proper, professional, and personal client service and that is especially evident in policy delivery and regular policyholder service.
That’s why next Thursday we will dive deep into the forgotten value of both delivering policies in person AND doing comprehensive policy portfolio reviews regularly… you may be surprized at how often too.
If you think that eDelivery and infrequent policy service is sufficient, or if that’s all you do and have forgotten why to do it differently, THIS IS YOUR CHANCE to discover how much value you can add and how much money it is worth to you.
And how much professional liability you can escape in the process!
I promise that this conversation will make you money and more professional at the same time. You will learn a ton about how to be better.
So please join me and Rhona Konnelly Thursday, December 12th at 1:00 pm Eastern for back to the future event in the life insurance business.
Nothing but Solis gives you the best sales and practice management ideas from the best advisors and consultants in the world to help you build your life insurance sales confidence.
Click on www.acsolis.com to join today and learn the strategies of dozens of the world’s best. The best investment you can make is in yourself – and it’s tax-deductible!
Think about it. What would it be worth to you if all you got was just one idea from that could increase your income by 10 percent each year, from now on? That’s the leverage of Solis.
See you on December 12th!
Jim Ruta
