Below are many sales ideas and training items that we would like to share with you. Some are internally developed and some are created by our carriers. Our intent is to share on this page items that will help improve and expand your knowledge about concepts that will help you help your clients. We have arranged these items by product category and we invite you to also visit our Products Page for additional information.
Key Person Insurance Explained (PDF)
Key Man Insurance Presentation (PPT)
Buy Sell Insurance (PDF)
Buy Sell Presentation (PPT)
One Way Buy Sell (PDF)
One Way Presentation (PPT)
Executive Bonus Plans (PDF)
Executive Compensation Strategies Presentation (PPT)
Indexed Annuities – The Straight Scoop (PDF)
Asset Based Long Term Care:
White Paper Linked Benefit vs Hybrid (PDF)
White Glove Application Completion Service (PDF)
Long Term Care Website:
Ask us about getting your own custom Long Term Care Lead Generation Website.
Check out this link and contact Westland about creating a similar custom LTC website: www.WestlandLTC.com
Many agents are then using social media to drive prospects to their LTC website to learn about LTC options.
Note: There may be a small fee or get a free website when you close your next case through Westland.