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As a broker you understand the need for life and health insurance, but clients may need a little help. Assurity sits down with the insurance pros to get valuable tips on targeting, prospecting techniques, sales strategy, and more. Tune in every other week for new tips to grow your business. We’re listening. Tell us what you’d like to learn about next: podcast@assurity.com
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Jim Kush: Don’t miss critical illness sales
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Critical illness insurance is much more than just another product – it’s a vital part of a holistic insurance strategy, and an easy add-on for other sales. Jim Kush, President and Founder of JK Financial Group, shares his successful approach for CI sales and explains why he thinks it’s one of the most important products you can offer your clients. …
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Tim Kukieza: Essential disability income strategies
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Learn timely methods to reach clients and improve your disability income sale from one of the nation’s leading DI experts, Ash Brokerage’s Tim Kukieza. In this episode of Assurity’s Tips from the Insurance Pros, you’ll get strategies, ideas and prospects you can turn into sales. FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Assurity i…
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Jeff McClendon: Single Premium Whole Life
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Whether you’re new to single premium whole life or you’ve been selling it for years, there’s something to learn in our brand new podcast. Sales veteran and life expert Jeff McClendon gives you the inside track on selling more SPWL, as well as the unexpected benefits it can bring to your business. FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL …
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Chet Marko returns: Opportunities for Critical Illness Insurance sales success
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Few brokers know the critical illness insurance market better than Chet Marko. The owner of Texas Family Health Plans returns to Tips from the Insurance Pros to discuss the need for CI amid rising healthcare costs – and to share his advice for prospecting and building relationships. FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Assuri…
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Scott Zagurski: Assurity’s product solutions
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The insurance market is changing fast, and new solutions are regularly required to keep pace. Scott Zagurski, Senior Director of Marketing at Assurity, pulls back the curtain on some of the products and projects Assurity is working on to make life easier for brokers. FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Assurity is a marketin…
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David Everly: Whole Life with Accelerated Death Benefit
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In the modern age, life insurance has to go further than ever before. David Everly, an Assurity Regional Sales Manager with 37 years of experience in the financial services industry, explains how Whole Life Insurance with an accelerated death benefit and limited pay options can provide your clients with the protection and flexibility they need. FOR…
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Benjamin Perez: Easily grow disability sales
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It's sometimes tough to convince clients that they need to protect their quality of life in case an injury or illness keeps them from earning an income. Benjamin Perez, a longtime agent, educator and now Vice President of Sales & Marketing of Disability Resource Group, Inc., discusses how to overcome challenges faced by many brokers aiming to grow …
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Jeff Peterson: Begin income protection conversations
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Truluma President and CEO Jeff Peterson discusses how producers can work the need for income protection into conversations with current and prospective clients. FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Assurity is a marketing name for the mutual holding company Assurity Group, Inc. and its subsidiaries. Those subsidiaries include…
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Assurity is joined by our own President and CEO, Tom Henning, to talk about why values are essential to long-term business success. He shares his thoughts on building a positive company culture and how values-based organizations are emotionally connecting to clients for improved business results. FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL …
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Chet Marko: Cracking the critical illness market
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Top broker Chet Marko shares his take on the critical illness market, who needs coverage and how to win their business. Chet has been in the industry 25 years and is a broker and owner of Texas Family Health Plans and Smart Choice Benefits. FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Assurity is a marketing name for the mutual holdi…
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Katie Cumalat: The women’s life insurance market
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In episode 4 of “Tips from the Insurance Pros,” we talk with Katie Cumalat, Vice President of Sales and Marketing at Pinney Insurance. She talks about successfully tapping into women's need for life insurance across all life paths—career, stay-at-home, and entrepreneur. FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Assurity is a marke…
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Laura Skiles: Help female clients reach their goals
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In episode 3 of “Tips from the Insurance Pros,” we’re joined by Laura Skiles with Keating and Associates. She talks about meeting women where they are in their financial journey, and how to get them to where they want to be using life insurance as a tool. FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Assurity is a marketing name for t…
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Belle Lavares: Start conversations with female clients
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In episode 2 of “Tips from the Insurance Pros,” we introduce Belle Lavares, a financial advisor with Wilshire Group Financial Services. Belle’s 37 years in the business give her a unique perspective on helping women with their need for life insurance. She shares her success tapping into the women’s market through workshops put on by her organizatio…
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Beth Kraszewski: How to engage female clients
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Our first episode of “Tips from the Insurance Pros” features Beth Kraszewski, a Certified Financial Planner® listed on Forbes Next Gen Advisors 2018. She shares her successful techniques on engaging women in the sales process. FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Assurity is a marketing name for the mutual holding company Ass…
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