Episode 34: Exploring Advisor-Focused Platforms: Introducing Kai-Zen® and ILIA with Jeremy Bickler, CLU®
As advisors, it is incredibly important to differentiate ourselves from the competition.
In 2023, that might look like finding our niche, offering a unique service, or finding a way to create meaningful connections with our clients.
While this is a good starting point, there’s more we can do.
In this episode, Jeremy Houser is joined by Jeremy Bickler, the VP of Sales for the Central Region at NIW. Jeremy introduces Kai-Zen® and ILIA as two must-know advisor-focused platforms. Listen in as Jeremy details how these digital platforms support advisors in elevating their business and client experience.
Kai-Zen® as the strategy that provides advisors and their clients the opportunity to add up to three times more money to fund a cash-accumulating life insurance policy
What you should know about ILIA and its advantages for the preferred IMOs
Some advice for advisors looking to differentiate themselves in the industry
The benefits of his partnership with the Simplicity family