OCI Brokerage Newsletter 10/26/18

Latest News / October 26th, 2018

• New OCI Training Events

Space is limited! OCI is hosting an afternoon of valuable sales coaching and education in the Kansas City area. Focusing on Extended Care and Business Continuation Planning, our two guest speakers will show you how to discover new opportunities, anticipate challenges, and increase your revenue. Find out why business owners will line up to learn from you by attending this session. Please RSVP below. We look forward to seeing you there.

Overland Park, KS – November 8th / Hilton Garden Inn / 11:00 am – 1:00 pm


• Circle of Excellence

There is still time to qualify for OCI’s Circle of Excellence trip to Dubai next spring! Remember to initiate the life insurance discussion when you’re across the table from your clients. All Life, LTC, DI, and Annuity sales will earn you credit towards the trip. One policy could make the difference. You’re in control.

[View more details about Circle of Excellence]


• Webinar Schedule

Add these three webinars to your calendar before it’s too late. These are great opportunities to learn how to maximize your existing book of business for future sales. Please remember all previous webinars are available to view on our Brokerage website.

NOV
01
Thursday, November 1st, 10:00 AM – 10:30 AM CDT
The Time to Plan is Now
Linda Levyne, CLU, ChFC – SVP,
Head of Sales and Distribution | John Hancock

[Register Now]
NOV
05
Monday, November 5th, 10:30 AM – 11:00 AM CDT
New Loan Split Dollar Idea
Principal | Looking for a Solution Employer Clients can
use to Reward their Key Employees?

To Participate: 866-599-9219 | Password: Focus
NOV
06
Tuesday, November 6th, 12:00 PM – 1:00 PM CDT
Find LTC Sales Opportunities in your Book of Business
Lincoln Financial Group
[Register Now]

• Carrier Updates & Sales Ideas

  • Lincoln updates TermAccel product details (accelerated underwriting up to $1,000,000).
    [View PDF]
  • Principal lowers term rates!
    [View PDF]
  • Prudential updates cancer underwriting – certain clients can now qualify for preferred rates.
    [View PDF]
  • Athene launches new marketing pieces. Your clients are talking about retirement planning with someone. Don’t let this revenue opportunity walk out the door. Call us, we’ll help.
    [View PDF 1] [View PDF 2]
Sales Idea
Have you ever sold a homeowner’s insurance policy to one of your clients? Has a client ever came to you looking for a life insurance policy to protect their home and loved ones? Have you ever been caught in a bind because they only have 23 years left on their mortgage and you didn’t know if you should sell them a 20 or 25 year term policy? We now have the answer.  AIG allows you to customize the term duration to match the remaining years on their home mortgage. [Click here to learn more.]
BONUS SALES TIP!!!

How many clients will you be talking to during the next couple months as you try to end the year on a high note? How many of those clients will come from different generations? The advisor who can “talk” across the generations will be one step ahead of the competition. Connect with your Clients here. (PDF Link)[Click here to learn more.]


• Friday Thoughts

About the Author:

Leave A Comment