1st Atlantic Brokerage
​Like us on Facebook!
  • Home
  • About Us
  • Fast Apps
  • Contracting
  • Underwriting
    • Prescreener
    • ParaMed Locator
  • Products
  • Blog
  • Contact Us

Marketing 101: Are you looking to improve your Brand?

7/31/2014

0 Comments

 
Are you a Health Insurance Agent or an Employee Benefits Specialist? Are you an Investment Advisor or Retirement Specialist? All these descriptions sound good but have totally different meanings to the consumer. Sometimes Agents (Advisors) say they are one thing, but are their actions telling a different story? Then, they do something that makes me furious, they "lock down" their client (or groups) just because they don't have the time or want to take the time to learn how to be of better service to their clients!

Well, I ask "Are you there for the client during their working (accumulation) years or do want to keep them for life?" If you say "for life", then you may want to look at the message you are sending by the way you pursue the client and position yourself as an Advisor. When client's see you as a one-dimensional then you'll always have a tendency to be defending your business rather than being on the offensive bringing more ideas and products to fit your clients needs.

My point is that once you have the relationship for one product don't pigeon-hole yourself into a corner where you cannot do things other than sell them Investments, Heath Insurance or even Long-Term Care Insurance. You have to look for other ways to offer products that become "anchors" that build lasting relationships. If you cannot be everything to your clients, then you need to become the "go to" guy/gal that leads them to the right solutions!

You can change your branding or be branded for life. Check out this article about how to "package" solutions. Know your "target" market but at the same time don't limit yourself to what you think your "focus" should be or because you don't have the time to really uncover the needs. Times are changing and you must change too!
0 Comments

Video: Worst Money Mistakes at Any Age - Wall Street Journal

7/14/2014

0 Comments

 
Most of you are the only Advisor some employees see on a regular basis. So, you need to make the most of it by taking the time to help educate these folks on the important financial decisions that they need to make at different ages.

For example: How much Life Insurance do they need while they have children at home? How smart is it to pay for child care pre-tax? Should they put aside for their children's education if they don't have money going into retirement savings? What about Long-Term Care after they retire?

The first step would be Life Insurance because its the foundation of a good sound Financial Plan that you can help them build! Get Easy Term Quotes here!
0 Comments

Long-Term Care: Disability coverage for the Household Engineer

7/10/2014

0 Comments

 
Whether they are called Mom or Mr. Mom, when a couple decides to take a spouse out of the workforce it does not mean that they are protected from all hazards or shielded from illness.

What would that couple do if he or she could not take care of the kids? Would they have to pay someone? If the other spouse has to work, how are they going to take time off if they are the sole bread winner?

Solution: A CASH benefit Long-Term Care Insurance plan. For $600 to $1500 a year, the stay-at-home spouse could have coverage in case of accident or illness. Since the plan pays out cash, the spouse could take off time to be with their mate or the extra dollars could be there for a period of grief.

Target Market: Business Owners or Affluent clients who already have Disability coverage.
0 Comments

Disability: Target CPA's and Attorneys

7/10/2014

0 Comments

 
Build a pipeline for Individual Disability Insurance (IDI) sales by working with CPAs and attorneys. You'll see double the benefits:

1) They are well-suited for IDI solutions.

2) They offer opportunities for client referrals.

Go to these sites to get resources you need:
  • principal.com/accountants
  • principal.com/attorneys
0 Comments

    Archives

    August 2014
    July 2014

    Categories

    All
    Disability
    Life Insurance
    Long Term Care
    Long-Term Care
    Marketing
    Retirement Funds
    Sales Idea

    RSS Feed

This site is for agents and brokers doing business with 1st Atlantic

Picture
Picture
Picture
Picture
Site powered by IXN Tech