Accelerating Life Sales: Best Practices for Agents

Accelerating Life Sales: Best Practices for Agents

IAMSinc

54 года назад

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Ready to accelerate your life sales with IAMS? Join EVP, CMO Curtis Hawks and Life New Business Manager Michele Kosiol to discuss this critical piece of your client's retirement puzzle and learn how to seamlessly navigate life business submissions from illustration to underwriting to issue - and everything in between.

In addition, we'll share details on a refreshed marketing kit that features the new Life Insurance Best Practices booklet and a Life Insurance Overview guide for agents.

Highlights:
• IAMS service standards
• Submission tips, including using IAMS e-app solutions for faster processing
• Paramed exam guidance
• What to expect after case approval

Let us show you how we can assist you every step of the way!

0:00 Introduction
8:55 Accelerating Life Sales: Best Practices for Agents
28:38 Questions and wrap up
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