LifeInsights Consulting
Insurance - Jersey City, New Jersey, United States
LifeInsights Consulting Employees
LifeInsights Consulting Details
Competitive Intelligence exert helping transform iintelligence into actionable events.Product Knowledge Expert - As 2019 comes to a close, carriers are finishing updates to products to meet with updated regulations. Even as these changes are being implemented, new regulation is coming that will further impact the markets. Leveraging over 20 years of experience following product/regulatory changes and the impacts on product offerings can give your practice a competitive advantage to help build and grow your business.Expert Case Design - As automation expands, the results are homogenous results that do not differentiate you from your competitions. Expert insight and analysis is the advantage you can offer by partnering with LifeInsights Consulting, helping you offer specialized designs to meet your specific clients needs and objectives.Annual Policy Review - Life insurance is a long term relationship. Annual reviews of client's portfolios give you an opportunity to talk to your clients and find those changes in their lives that may need your attention. Customized reviews of policy performance allow you a pathway to talk about progress and give you the time to discuss how life changes may have impacted your plan over the last year. Unlike annuities and other financial products, life insurance policy reviews can open doors to talk about actual life changes. A customized review can be tailored to help you talk about savings, retirement income, chronic illness planning, and estate planning for any changes in their lives.Product Marketing/Training may be the key that keeps you ahead of the competition. Understanding how life insurance can be valued beyond death is a key to success. Life insurance is about the options it can offer your client may they have needs for a loan/income, chronic/critical illness claims, or even selling the policy if it is no longer needed. Partnering with an expert may be the difference that grows your business.
