Step 5: Streamlining the Application Process

Coming Soon The LifeJacketsm  Program:   5 Simple Steps to Closing the Coverage Gap   Simple Process – Contact the client, collect the basic information  Easy Paperwork – Complete the simple, online form to get the ball rolling. Fast Cycle Time – Once the case is received, the median processing time is 12 days.     … Continue reading

Step 4: Presenting All of the Options

Coming Soon The LifeJacketsm  Program:   5 Simple Steps to Closing the Coverage Gap A third-party multi-carrier quote engine, powered by iPipeline, provides quotes for leading carriers. You can be confident that you are providing your clients with the most accurate life insurance quotes possible.   Go To  Step 5:  Streamlining the Application Process

Step 3: Taking the Guesswork Out of it

Coming Soon The LifeJacketsm  Program: 5 Simple Steps to Closing the Coverage Gap The LifeJacket Process includes an innovative underwriting rate class tool, powered by XRAETM on iPipeline. It allows you to answer as few or as many health questions as you would like and quickly establish which rate class your clients will likely qualify … Continue reading

Step 2: Going Beyond the Calculator

Coming Soon The LifeJacketsm Program:   5 Simple Steps to Closing the Coverage Gap Needs analysis tools increase credibility, fit easily into an annual review with your client, and help make the life insurance policy feel more personal to your client. The LifeJacket Needs Analysis Tool was designed with feedback from advisors and clients to deliver the … Continue reading

Step 1: Getting the Conversation Started

Coming Soon The LifeJacketsm Program:  5 Simple Steps to Closing the Coverage Gap Getting adequate coverage for your clients starts with having the right conversation. The Genworth Financial companies’ (Genworth) Let’s Talk materials give you tools to start the conversation and help guide clients through their own discussions.  Click the link to read the Life Jacket Study. Benefits … Continue reading