Articles

Business Processes

  • Guide to make $1,000,000
    Results you can expect from these 5 key components. This guide was put together by an advisor who takes home millions a year.

  • Build your intro kit
    RAMP Up Client Acquisition with your own custom intro kit. Here is a price sheet for what our team can put together for you. Get your brand into your prospects hands.

  • Retirement Checklist to include in your kit
    Here is a checklist you can edit. This checklist makes it easy to dialogue with new prospects during your appointment.

  • Letter to include in your Intro Kit
    Here is a preletter you can copy and paste onto your letterhead. Make sure you have the Stress Free Retirement book ready to send with your kit as well.

  • Referral Process
    3 questions to ask at the end of every client review. WORD DOCUMENT.

  • For your staff
    Process/Idea for your staff in the first 6 months of the year.

  • Letter of Instruction
    Customize this form letter to seamlessly replace contracts.

  • Transfer Guide
    Guide to help you when moving assets to an insurance carrier.

Coaching

Operations

  • Hubbard
    Log into InsurMark’s portal to view pending and processed business. The portal gives you immediate access to all of InsurMark’s tools and resources for doing more business and doing it better.

  • Catalyst
    24/7 marketing that will help keep you in front of your current clients and nurture your relationship with future prospects.

  • Syncing Catalyst leads to your Hubbard dashboard
    Quick video on how to sync your catalyst leads to your Hubbard dashboard. 2 minutes total.

  • Catalyst Form Submission next steps
    Once someone has completed a form submission, here is a best practices guide for next steps.

  • InsurMark Webinar Recordings
    Here is a library of all previously recorded webinars InsurMark has put on for advisors.

  • Carrier Updates
    See the most recent carrier specific updates such as rate changes & news. Use this as a guide prior to submitting business.

  • Production Tracker
    Easily keep track of where your clients are in the sales cycle by using this monthly template.

  • Asset/Income/Returns Calculators
    This Excel document has formulas set up to help illustrate future income to clients.

  • Social Security Taxes, Benefits and costs for 2021
    This update provides information about SS Taxes, benefits and costs for 2021. By law, some numbers change automatically each year to keep up with changes in price and wage levels.

  • An Advisor’s Guide to the Best Webinar Equipment
    As more business goes digital, set yourself up for successful webinars by investing in a few key items that will increase the professionalism of your seminars.

  • Links to Purchase Webinar Equipment
    Additional options when looking at virtual webinar/appointment equipment.

  • 360 coverage for InsurMark Advisors
    A group for advisors to utilize when purchasing E&O insurance, Savings/Discount Programs & Cyber Liability/Data Breach Insurance.

Point-of-Sale

  • How to use this Calculator at Point of Sale
    Having the opportunity to learn from some of the top advisors in the country, I made this quick video to help walk through a free resource within this resource library that will help you at point of sale when discussing: Volatility, Fees, Taxes, Sequence of Return Risk & FIA’s. Check out this video! (If blurry, while watching the video please change “quality” to 720p).

  • New Prospect Meeting Agenda
    Use this customizable Word document to keep client meetings on track.

  • Client Review Meeting Agenda
    Use this customizable Word document to keep client meetings on track.

  • Client Intake Form
    Use this fillable Word document to ensure you get all the information you need to develop a thorough file for new clients.

  • Fillable Virtual Fact Finder
    Use this fillable document to ensure you get all the information you need to develop a thorough file for new clients when conducting a virtual appointment

  • Retirement Architecture 1st Virtual Appointment
    Slides that outline the Blue Print per Brett & Retirement Architecture’s training. Use this example and feel free to personalize it.

  • Virtual 1st Appointment
    Introductory presentation used when you meet with prospects and new clients. Use this example to personalize your introductory meeting during a first appointment

  • An Alternative to Bonds
    Use this presentation to help explain why the 60%/40% portfolio and the 4% rule are outdated and how the Athene Agility series can perform better than bonds for retirees.

  • Retirement Analyzer
    Take advantage of the Retirement Analyzer software program to provide easy-to-understand solutions to help your clients analyze where they are and what they have to do to be successful.

  • Epidemics and Market rebounds
    The epidemic timeframe started on the first day of the month of initiation and ended on the last day of the month six & 12 months later where applicable.

  • Emotions & Your Money
    Overcoming objections – 5 potentially costly mistakes that you can help your prospects avoid.

  • Client Benefits of a Fixed Index Annuity
    Comparing the S&P 500 without dividends or fees to an FIA with a 50% annual par rate through 2020.

  • Know Your Numbers
    Comparing 3% return to the S&P 500 without dividends or fees since 2000.

  • Break Even Making Up For Market Loss
    How much do I need to make in order to get back to even after a market loss. Quick numbers inside.

  • Market Volatility while pulling withdrawals
    How much do I need to make in order to get back to even after a market loss. 4% coming out.

  • Sequence of Returns Risk example
    How sequence of returns risk can affect your retirement nest egg. $500K example.

  • Bull and Bear Markets in the U.S.
    Show the history of U.S. market expansions and recessions to help clients plan for decades of retirement.

  • Social Security presentation
    Power point presentation that includes 89 slides.

  • Woman Retirement presentation
    Power point presentation that includes 46 slides.

Product Performance

Videos


  • Here are some educational videos you can leverage in your sales process after your first appointment with a prospect. This one link will have 10 videos included inside.


  • Here are some educational videos you can leverage in your sales process after you have your solutions appointment. These 9 videos include testimonial clients who own FIA’s, the benefits of an IUL and FIA as a retirement vehicle. Importance of LTC coverage.


  • When it comes to your client’s nest egg, it might seem counterintuitive to move some of their money out of the market when it may have worked for them well so far. Use this tip to help them understand why they should transfer risk for part of their retirement savings.