PFN strives to be much more than a product provider. We want to also provide tools to help you be more valuable to your clients. As such, we’re providing some sales presentations for you to help focus on asking the right questions. We recognize that a large number of our agents focus on other areas like investments, health, Medicare, or P&C. Whether you’re a seasoned veteran or just getting started, if you have tracks like these on which to run, you’ll be more effective and increase your revenue by offering and providing critical life insurance solutions.
Survivor Needs Presentation
Put some actual planning behind the numbers and be more than a death benefit order taker? This presentation assists you in underscoring the purpose of life insurance as family income replacement and allows you to help the client come to the conclusion of how much he or she really needs. More often than not, the need is much higher than you’d think!
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Business Continuation Presentation
Since many personal lines agents don’t routinely work in the business markets, we want to make you more confident as you deal with your business clients. So if you’re not sure how to address concepts like Buy-Sell or Key Employee when discussing the continuation of your clients’ businesses? This presentation will be helpful!
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Estate Planning
Help your clients mitigate the damage done to their legacy by the IRS. Learn how to help them protect their assets going to actual heirs and eliminate “unwanted heirs” such as probate, taxes, and other estate settlement costs.
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Special Needs Planning
While you won’t run into this area as often, we feel it’s vital for you know how to address the concerns of your clients with special needs children. There are so many areas not touched in regular income replacement planning that we want to give you the vital information needed to go the extra mile. There’s no room for under-insuring when planning with your clients for special needs.
〉 View Presentation (PDF)
Producers Financial Network, LLC is a full service insurance marketing organization providing Life, Annuity, LTC and Asset Based Long Term Care products based in Colorado Springs.
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