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1035 Helpful Processing Tips
One of the most frustrating parts of trying to get a life insurance policy issued is when a 1035 exchange is involved! These helpful tips are intended to eliminate some of the stress of dealing with these exchanges and to help you set expectations with your clients.
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 Top producers know that marketing to existing customers is essential to retain long-term client relationships and provide opportunities to meet many other needs that your client has after the initial sale. However, having effective customer contact systems is often a challenge for producers who are focused on prospecting for new clients, developing relationships and managing the sales process.
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First Protective introduces a new marketing program for producers looking to establish brand identity. First Protective's Brand In A Box gives you the tools you need to implement a brand for your agency based on several templates that we have developed.
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First Protective's Exclusive Retirement Income Seminar is a concept-based seminar marketing program. This seminar emphasizes the importance of retirement planning and discusses issues such as the "disappearing pension story" and the fact that in todays world, individuals are responsible for their own retirement.
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Basic Selling Skills are quickly becoming a lost art as insurance distribution moves more and more towards a brokerage model. Fewer opportunities for training in selling basics are available to new producers. First Protective's Core Selling Skills training program is a proprietary sales training system designed to build a foundation of selling skills for financial services professionals.
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Life Insurance 