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Selling Life Insurance
How life insurance is sold
Total needs vs. Single Needs

Markets
Why people buy life insurance
Presenting insurance concepts
Prospecting
Who are prospects?
Fact finding

Sales Considerations
Choosing the life company
Replacing existing insurance
The sales & closing interview

Life Companies
Rating life companies
Life Products
Choosing the life policy
Product descriptions
Disability income insurance
Critical illness insurance
Long term care insurance
Annuities
Segregated funds

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TRAINING: MARKETS
 PRESENTING LIFE INSURANCE CONCEPTS

Related Topics:
Why people buy life insurance
and in the Tools section:
What does Addcalc do? | What does Addcalc illustrate? | Sample illustrations | Animated Addcalc tour | Getting started with Addcalc | Helpful hints

To sell insurance in each of the viable markets, most life insurance professionals rely on presentations that have been developed over many years and have proven highly effective. Over the past ten years Vortex Business Software has been collecting these presentations. Vortex has modified them to conform to current consumer attitudes and regulatory requirements and gathered them all in a single software program called Addcalc. The program has become so popular that life insurance companies that account for more than half the new business written in Canada have made Addcalc part of their product illustration software or support it by bridging to it.
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Related Topics:
Why people buy life insurance
and in the Tools section:
What does Addcalc do? | What does Addcalc illustrate? | Sample illustrations | Animated Addcalc tour | Getting started with Addcalc | Helpful hints
 

 
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