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Commercial Lines Client Pieces

— Business Succession, Key Employees & relevant strategies . . .

 

We do a Lot of Listening

 

We listen and get to know your business

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Key Person Life Insurance

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Life Insurance in an Executive Bonus Plan

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Do you have a Succession Plan for your Business?

This piece can be customized with your contact information.

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Retirement Buy-Sell Life Insurance

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Term Life Insurance

 

We sell Term Life Insurance, Internet Pricing with Local Personal Service

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Have you Reviewed your Life Insurance Lately?

 

Have you reviewed your Life Insurance lately?

This piece can be customized with your contact information.

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Communication Begets Retention

PERSONAL LINES

Tell your existing customers more about the products and services you offer. Do they know about bundling or umbrella liability. Do they know that you can help them with their Life Insurance Planning?

COMMERCIAL LINES

Your Commercial Clients should know that in addition to Workers Comp, Property, Liability, etc. you can help them with key employee retention, succession, retirement planning and more.

LIFE INSURANCE

Educational communication peices and research tools including your own client-facing Life Insurance 101 website enabling cleints to do needs analysis, comparison quoting and applying for coverage.

DISABILITY INSURANCE

You protect their home, car and life. Why not protect the thing that pays for it all, their paycheck? Consumers understand the risk of accidents, but deny the possibility that an illness might interupt their income.