Final Expense

Foresters Webinar January 2020

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Foresters Webinar 1.28.20

Final expense is a key product to offer senior clients AND a great follow-up strategy for recent Medicare sales. With AEP behind you, now is the time to reconnect with all clients about the peace of mind they can achieve by securing a Final Expense plan.

Join GarityAdvantage on Tuesday January 28th from 11AM-12PM EST as we sit down with Jeanne Gazlay, CLU, ChFC, MSFS, FLMI – National Sales Specialist – Foresters Financial to drill down into the key features and cross selling opportunities available through their Foresters PlanRight Final Expense plan.

Foresters recently overhauled the PlanRight plan to strengthen its value to policyholders and deliver more benefits including:
  • RE-Price of all base coverage plans using 2017 CSO Tables
  • 3 new plan types available:
    • PlanRight Preferred (level death benefit)
    • PlanRight Standard (level death benefit)
    • PlanRight Basic (graded death benefit)
  • Rider Updates – riders included with no extra premium:
    • Accelerated Death Benefit Rider (for Terminal Illness) added to Preferred and Standard Plans
    • Family Health Benefit Rider added to PlanRight Preferred, Standard and Basic Plans
  • Updated application and more!

More and more brokers from across the country are discovering the exceptional earnings potential of final expense insurance – have you? Join us on next week for this informative Webcast to learn more about Foresters PlanRight plan and how Final Expense can fit into your 2020 strategy.

Tuesday, January 28th
11:00 AM – 12:00 PM EST

REGISTER HERE

Check out Foresters on our website:

Foresters Materials

Contract Online through SuranceBay:

Foresters Contract

Oxford Life Announcement

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New Partnership Oxford
Our Final Expense Portfolio Now Includes

Oxford Life Insurance Company

“Our mission is to provide products and
services promoting financial security to
individuals that will enable them to live
with dignity in their retirement years.”
~ Oxford Life Insurance Company

Oxford Life Insurance Company

Excellent financial ratings, a long track record of caring for their policy holders, and a host of financial products specifically designed to meet the needs of seniors make Oxford Life a strong partner in helping your clients achieve their retirement goals.

Oxford Life offers brokers competitive commissions, flexible advance policies and a comprehensive agent portal to facilitate the ease of writing business including a mobile app, online calculators, downloadable forms and more…

Request a Contract

LEARN MORE!
Join us for an informative Webcast focused on:

Why Oxford Life Final Expense?

  • InstaWriteSM Point-of-Sale Decision
  • Among the LOWEST rates in the industry
  • Up to 9 Month Commission Advance Available
  • Commissions Paid Daily via EFT
  • Issue Ages 50-85
  • Coverage from $5,000-$30,000
  • No Charge for Resident Appointment Fees
  • Product available in all states except – AL, MS, MT, NY, VT, WV

Click here to review the recording or watch below:

Review the presentation used in the webcast.

Gerber Life Instant Decision Tele-App

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Get INSTANT DECISIONS
Submit applications OVER THE PHONE
KEEP THE COMMISSION on each and every application

Let Gerber Life Do the Work for YOU!

Gerber Life is simplifying the selling process by empowering agents in the field through a unique call center solution.
 
Now you can call Gerber Life during your sales appointment to get an instant underwriting decision on their new Whole Life and Senior Whole Life products and submit your applications for any Gerber Life Insurance products directly over the phone. Gerber does the work and you get paid the commission! 
 
Get on board with GarityAdvantage!
 
Due to our strong relationship with Gerber, GarityAdvantage has been chosen for this exclusive launch. Our agents can now call Gerber Life with their clients on the line, and complete applications by telephone – and still keep the commission on the sale.
 
If you are not currently contracted through GarityAdvantage, complete our simple contract request form to get started.
 
If you already have a contract through GarityAdvantage, you are ready to go! 
Just call 1-877-885-7612 between the hours of 8:30AM – 6PM EST with your client on the line. Use this check list to make sure you have what you need to make the call. Most calls will take 10-15 minutes. NOTE: Agent must have a writing number for Gerber Life through GarityAdvantage Agency to use this system.
 
GarityAdvantage and Gerber Life look forward to working with you.

Hot New Product Alert!

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GerberLife

Whole Life Insurance for Adults 50 to 80 Years Old
Introducing, Gerber Life Insurance’s brand new Simplified Senior Life Insurance. Help your clients protect the future with the whole life insurance specifically designed for Seniors.
Simplified Senior Life Insurance offers up to $100,000 in coverage to clients, age 50 to 80 years old, who want to add to the coverage they already have, or buy their first life insurance policy. Helping your clients find peace of
mind.
Product Highlights:
  • Whole Life – Immediate Death Benefit
  • Simplified Issue (not to be confused with the longstanding Guaranteed Issue Product)
  • Coverage Amounts: Minimum $25,000 / Maximum $100,000
  • Medical Exam not required for ages 70 and under
  • Download the Gerber Life “Agent Zone” mobile app to get rates – available on your device’s App Store
  • Download the Product Reference Guide
  • Consumer Brochure
*Please note: Gerber Life Insurance is approved in all states except New York.
Start selling now to participate in the Cross-Selling Incentive Program running through December 31st. Details…
Then, stay tuned for a brand new Gerber Life Incentive Program coming in January. Watch your email for details!
Contact me for more information.
Jane Feit
Ancillary Products Manager
800-234-9488
jfeit@garityadvantage.com

Webinar this Thursday: Cross Sell Final Expense from Foresters

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Final Expense

Cross Sell Final Expense this AEP!

Final expense is a key product to offer your existing senior clients AND a great driver of new Medicare sales. With AEP right around the corner, you need a product that has the plan flexibility you need to serve your diverse client base and is easy to sell. GarityAdvantage has just the product you need to do both… Foresters PlanRight Final Expense plan.
Join GarityAdvantage on Thursday, September 27th, 11:00AM-11:50AM EST as we sit down with Jeanne Gazlay, CLU, ChFC, MSFS, FLMI – National Sales Specialist – Foresters Financial to drill down into the key features and cross selling opportunities available through their Foresters PlanRight Final Expense plan.
Key benefits of selling Foresters PlanRight Final Expense include:
  • Cover more clients – face amounts range from $2,000 – $35,000
  • Easy to sell – no medical exam, no blood test
  • Decisioning right in the home – medical eligibility determined at point of sale
  • Convenience – Personal Health Interviews available 7-days-a-week in the comfort of the client’s home
  • Member benefits* – Automatically included FREE on all policies with face amounts of $10,000 or more
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(*As a fraternal benefit society, Foresters is able to offer to its policyholders unique member benefits including competitive academic scholarships, financial counseling and discounted legal services as well as opportunities to give back through volunteering).
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More and more brokers from across the country are discovering the exceptional earnings potential of final expense insurance – have you?
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We hope you can join us.
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Thursday, September 27th, 11:00AM-11:50AM EST – REGISTER HERE!

September is Life Insurance Awareness Month! Are you reaching out to your clients to discuss their life insurance needs?

Senior Market Quote Engine Tutorial Webinar

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senior market quote engine

NEXT UP!

Wednesday, June 27th, 11AM-12PM

Senior Market Quote Engine, Tool Tutorial

REGISTER

 

 

Leverage our all-new Senior Market Quote Engine to simplify your sales process and close more business. 

In just the past two weeks, hundreds of brokers have logged on to our Website or their favorite App Store to access this powerful tool. Now, to help you maximize the benefit of this cool new tool, we are rolling out a hands-on training webinar featuring Brien Welch from CSG Actuarial – our Quote Engine provider – to show you how to most effectively quote and compare the best plans for your clients including:
  • Medicare Advantage
  • Medicare Supplement
  • Final Expense
  • Hospital Indemnity
  • Dental

Join us on Wednesday July 27 at 11am ET for this highly informative tutorial designed to get you up and running with our new Web & Mobile Quoting Engine. REGISTER TODAY!

Summer Webinar Series:
Wednesday, July 11th, 11AM-12PM
Wednesday, July 18th, 11AM-12PM
Wednesday, July 25th, 10AM-11AM
Just Missed: Cross Selling Strategies – Watch the Recording
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Settlers Life New Partner Training [Webinar]

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Settlers Life New Partner Training

 

Heat alert illustration with sunWebinar for GarityAdvantage Agents
Hosted by Settlers Life

Along with the weather, things are heating up here with Garity and Settlers Life. We continue to develop useful tools for you to use in the field as well as providing opportunities to grow your business. These are just a couple of reasons why our agents love working with us. Reach out anytime and find out more about how we can help you become more successful.

Join Settlers Life for an informative webinar training:

Topics that will be covered include:

  • Available Products
  • Available Riders
  • Tips for Clean & Complete Applications
  • General Underwriting Tips
  • Available Incentives
  • Covered! Selling System

 

Register below for the day/time convenient to you:

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Friday, June 23rd, 3:30PM – 4:30PM EDT

Friday, July 7th, 9:30AM – 11AM EDT

Download Contract

GarityAdvantage Agencies
800-234-9488

SettlersJune2017

Final Expense Summer Incentive [Giddy Up!]

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SettlersJune2017

Round Up Your Clients & Sell Final Expense This Summer!

GarityAdvantage will award you with a $100 Application Bonus
on each of your first 3 Settlers Life cases!

Bonus Program Details

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  • Competitive Rates & Underwriting
  • ExpressApp Submission Process – Complete the process in about 25 minutes – NO Paper
  • Production Bonus – Benchmark Bonus Program
  • Agent friendly marketing materials & tools
  • Handy Rate Calculator – Smart Phone APP available through App Store or Google Play
  • Attainable incentive programs & Settlers SWAG!

Bonus Program Details | Contract

FE TRAIN

Final Expense Training [MA.RI.CT]

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After our successful roll out of Settlers Life Express App, you are invited* to a LIVE, face-to-face sales training featuring the Settlers Selling System. 
Are you ready to generate serious income from Final Expense?

At the training, you will receive;

  • A step by step walk through of Settlers presentation including the sales track, the Funeral Rule and the Fridge Magnet/instant referral generator
  • Appointment setting scripts, pre-approach letters and objection handlers
  • Details of GarityAdvantage FAST START LEAD Program

You will learn about;

  • NEW Express App – get your client an offer in just 10 minutes with NO Paperwork at all
  • Settlers Incentives for brokers including up to 3 reward trips your first year
  • Monthly Cash Bonuses that can total $2,500 or more
  • Settlers field-tested sales materials that help you close AND generate a flow of new leads

Register Today ~ Seats are Limited

Tuesday, May 9th, 10AM-12PM
Embassy Suites: 550 Winter St., Waltham, MA 02451

Wednesday, May 10th, 10AM-12PM
Marriott Downtown: 1 Orms St., Providence, RI 02904

Monday, May 15th, 10AM-12PM
Garity Advantage Office: 154 State St., North Haven, CT 06473

* This live training event is designed to get YOU ready to start selling Settlers Life immediately. For this reason we are requesting that all attendees complete Settlers Life contracting paperwork in advance.

Contact us if you have any questions: 800-234-9488 | info@garityadvantage.com

SettlersRoadShow2017

Settlers Roadshow 2017: Game Changer. Career Maker.

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Get the best of both worlds as GarityAdvantage, your local FMO leader, partners with Settlers Life to bring you:

  • Top Ranked National Carrier

  • Local Training, Support and Lead Programs

Roadshow 2017:
Game Changer. Career Maker.

SettlersRoadShow2017

America’s Final Expense Company is hitting the road
and coming to two cities near you in April 2017!

Andover, MA | Providence, RI

We don’t want you to miss this opportunity. As an FMO partner to Settlers Life, GarityAdvantage will be there and on hand to answer all of your questions after the meeting where Settlers Chief Marketing Officer, Steve Bontell and Regional Marketing Representative, Rob Thiele will be unveiling Settlers Life’s most exciting sales tool to date – ExpressApp!

Imagine no more paper applications…
No computer e-applications…
Just pre-qualify your client, quote rates on your smartphone, and complete the application over the phone!

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This event is FREE… for every life and health insurance agent, those thinking about a career in life insurance, past and present caregivers, family and friends!

What can you expect after the meeting?

  • You’ll understand why Settlers Life should become your #1 final expense carrier
  • You will begin to look at life insurance, final expense, and the lives of your clients differently
  • You can meet with FMO Partner GarityAdvantage for a streamlined contracting process
  • You’ll leave with a smile on your face

If you care about others, love what you do, or want to love what you do… reserve your spot today! Refreshments and light snack provided. Prizes given out at the event include Visa gift cards, gas cards, Settlers Life swag, and much more!

Register Today

April 10th – 10AM-12PM
DoubleTree by Hilton Hotel Boston
123 Old River Rd, Andover, MA 01810

April 11th – 10AM-12PM
Providence Marriott Downtown
1 Orms St, Providence, RI 02904

Contact GarityAdvantage Agencies if you have any questions: 800-234-9488

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