Adding life insurance to your book of business can be an excellent way to serve your customers and boost your income. Your clients already trust you to help with their health insurance needs. Letting them know that you can also protect their loved ones after they have passed away, can help you get the foot in the door to discuss life insurance products.
LeClair partnered with DBS a few years ago to make promoting and selling life insurance products easier. They’ve been a fantastic resource for agents and offer a wide range of options from many different carriers.
Carrier Partners
Other DBS carriers offer additional unique features, so contact Tyler Jarosz, Senior Case Design Analyst with questions or to run illustrations. For a full list of carriers, visit the DBS website. Carrier and product availability vary depending on appointment and can be found by logging into your DBS account. If you’re not currently working with DBS, now is the time to get started with DBS.
FASTerm
DBS’ goal is to make doing business easier and more profitable for you. With FASTerm, you can quickly quote and enter term life insurance –often in as little as 18 minutes– while only needing minimal client information. It’s fast, accurate and simple:
- No paper applications or state specific forms to manage
- No client signatures required
- No intrusive health questions
FASTerm makes it easy to design the term quote, selecting a product and completing the carrier’s online insurance request form. Contact DBS today to find out how to get started.
Healthapalooza
DBS will once again have a prominent role in Healthapalooza. Look for flyers from DBS in your agent bags and make sure to stop by and speak with Kelly Bjordal and Tyler Jarosz at the DBS Vendor booth and watch their announcement of the Life Insurance Producer of the Year during the HAP Awards ceremony.
HAP CE Session
Finally, at next week’s Healthapalooza, DBS has teamed with Pacific Life to offer a one-hour CE session – Estate Planning for the Other 99.9%. This course will explore how the American Taxpayer Relief Act of 2012 (ATRA) may impact estate planning and life insurance planning. Representatives from Pacific Life will look at common planning techniques, such as B [1] trusts, irrevocable life insurance trusts and spousal access trusts. This year, CE credits are available to agents in Minnesota, Wisconsin, North Dakota, South Dakota, Iowa, Illinois, and Nebraska.
Questions
If you want to get more information on how adding life insurance to your portfolio can add to your business and your bottom-line, contact Kai Lawson, LeClair Sales Relationship Manager at kai.lawson@leclairgroup.com or 651.313.7029
