Insurance Insight Group (IIG) has announced the release of a new program, called the Wealth & Income Planner, that insurance organizations use to recruit new agents and help their current insurance professionals see enhanced sales results. The program provides companies with a competitive advantage and can be branded exclusively for their organization.
The Wealth & Income Planner is a cost effective program that empowers agents to help their clients get a complete and understandable view of their long-term financial future. Agent productivity is enhanced because the program is designed to provide compelling sales tracks for life insurance, annuity and long-term care products. The program comes complete with agent training, support and sales tools. The Wealth & Income Planner also includes a popular Roth IRA Conversion calculator and a consumer version that can be used for prospecting and lead generation.
“The purpose of the program is to provide insurance marketing organizations, consortiums and carriers in the life, health and annuity marketplace with a cost effective tool to recruit agents and increase sales,” said Chris Conklin, Principal and Actuary for Insurance Insight Group.
Conklin has more than 20 years experience in this industry working with insurance companies and marketing organizations. He utilized his expertise as a Fellow with the Society of Actuaries, product developer, industry expert and licensed insurance agent to develop this valuable new tool. The program is simple to understand, easy to navigate and is visually inviting for agents and their clients.
Mark Stone, Principal and Marketing Strategist for Insurance Insight Group adds, “The program includes a complete set of sales and marketing tools such as a consumer seminar presentation, fact finders, template ads, and mailers – basically everything that financial professionals need to increase their visibility in their local marketplaces and generate more sales. Insurance organizations that offer the Wealth & Income Planner will find it to be a great asset in attracting financial professionals.”
Insurance professionals and financial advisors can use this tool with young families who are saving for their children’s college education, baby boomers who are planning for retirement, and retirees who want to plan their retirement income flow.
For more information, contact Mark Stone at Insurance Insight Group at 801.290.3333 or mark.stone@iigsolutions.com. Learn more at www.wealthincomeplanner.com.
