Many of you are preparing for meetings with clients to discuss their health insurance needs for the coming year. Whether you’re talking about Medicare, ACA, or any other option, your clients are relying on your expertise to help them make the right decision. That discussion will center on their needs, their goals, and their finances.
Obviously, your primary reason for meeting is to take care of their health insurance needs, but these meetings are also an outstanding time to bring up other services such as First Dollar, annuities, and life insurance. (NOTE: Remember, when meeting with clients about Medicare, you’re restricted to only discuss Medicare, but you can ask about setting up other times to talk about other products.)
LeClair has made it easy to access these other options through our partnerships with carriers, AnnuityVip, and DBS.
First Dollar
In the August 21, 2024 Boost, we introduced our newest First Dollar partner, Flex Benefits. As healthcare costs rise, it’s important for people to have flexible solutions that can provide peace of mind if something occurs. First Dollar plans can help cover out-of-pocket costs as well as cost of living expenses, such as rent or mortgage, groceries, and other things.
There are First Dollar plans available for accidents, hospital indemnity, cancer, critical illness (such as heart attacks and strokes), and more. To learn more about these policies, visit the LeClair First Dollar Landing Page.
Also, our CE Live event on Wednesday, September 18, 2024 includes a one-hour session on First Dollar. To join this session and earn an hour of free CE credit, click here.
Annuities
For those looking for a steady retirement income or possibly financial security for long-term care, annuities may be an option. LeClair partnered with AnnuityVip to make it easier for you to talk to your clients and grow your business through annuity sales. AnnuityVip understands that like every client is different, every agent’s and advisor’s practice is different, too. They take the time to learn about your business and help you craft a strategy that helps your practice.
LeClair and AnnuityVip have two great opportunities coming up to get more information about annuities. First, CE Live is Wednesday, September 18, 2024. The 10:15 AM session is all about annuities.
Secondly, we’ve joined with AnnuityVip President, Jared Taggart, to host a webinar on Wednesday, September 25, 2024 at 11:00 AM. You can gain important information on annuities, how they can help grow your business, and ask questions.
Or, to learn more about AnnuityVip, visit their website or contact them at info@annuityvip.com or 612.719.9834.
Life Insurance
Another conversation you can have with your clients – and one that could be a natural progression – involves life insurance. You’re already taking care of their health insurance needs, so bringing a life insurance policy into the mix to show how their loved ones can be taken care of after they pass away shows how you are there for them throughout their life.
The August 7, August 14, and August 21, 2024 Boost Newsletters all had great introductory information about life insurance sales. September is Life Insurance Awareness Month. DBS, our life insurance partner, will have a lot of great information to share during the month. Make sure to read the weekly newsletter and watch for messages from DBS in the coming weeks.
More Information
If you have questions on First Dollar, Annuities, Life Insurance, or any other matters related to how LeClair can help you grow your business and help your communities, please contact your Sales Relationship Manager or call us at 651.739.2010.
