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Tu Seguro con Julie Stav Creating Turnkey Life and Annuity Sales Branches for Financial Services

Agency specializing in Hispanic market allows auto insurance agencies, property/casualty insurance agencies, tax preparers, CPAs to cross-sell life and annuity products

 
PRLog - Mar. 1, 2012 - SIMI VALLEY, Calif. -- Simi Valley, CA-  Tu Seguro con Julie Stav, a nationwide insurance agency serving the life insurance and annuity needs of the U.S. Hispanic community, has announced its turnkey sales office program for financial services companies. With minimal investment and resources, partnering companies can use this program to cross-sell major carrier insurance and annuity products.
The program is designed for agencies currently selling other types of insurance such as auto and property and casualty, as well as for financial services providers such as tax preparers and CPAs. Tu Seguro con Julie Stav is co-founded by Julie Stav, noted financial educator, author and host of the Spanish language coast-to-coast radio show “Tu Dinero con Julie Stav,” and Life & Annuity Masters, a major insurance marketing organization based in California.
Tu Seguro con Julie Stav creates a turnkey sales office with point-of-purchase signage and consumer materials. The agency provides cross-selling training for partnering company personnel. Ms. Stav has produced a library of online videos that can be integrated into client presentations and hosts webinars and live events to highlight Tu Seguro con Julie Stav. Additionally, the agency is promoted on ad spots during Ms. Stav’s radio show and through advertising accompanying her print and online presence.
Clients can contact the Tu Seguro con Julie Stav bilingual support center immediately from the partnering company or at a later time to begin the consultation and sales process. Insurance agencies can also enlist a licensed life insurance agent to conduct face-to-face consultations and sales. These agents will receive comprehensive training and sales support materials encompassing Julie Stav’s specialized techniques for serving Hispanic insurance consumers.

Tu Seguro con Julie Stav’s product portfolio includes:

•   Life Insurance
o   Term life
o   Index universal life
o   Universal life
o   Whole life
o   Final expense
•   Annuity
o   Fixed indexed annuities
o   Fixed annuities
o   Immediate income annuities
•   Long-Term Care Insurance
•   Individual Health
o   Accident expense
o   Critical care
o   Emergency care
o   Disability income
“The Hispanic community needs life insurance and annuities for their financial security,” said Julie Stav. “We want to help financial professionals who are already serving the community expand their existing service and help more people with our turnkey office solution.”
“With our Julie Stav trusted brand program, you can cross-sell life and annuity products using minimal investment and resources,” said David Ellis, chief marketing officer of Life & Annuity Masters who co-founded the company with his wife, Nancy Rivera-Ellis, president and CEO. “This is a natural fit for auto and P & C specialists as well as accountants and tax preparers. It will bring our partnering companies a new stream of revenue and a new level of trust with their clients.”

To learn more about opening a Tu Seguro con Julie Stav turnkey sales office, visit:
www.laaminc.com
To speak with a Tu Seguro con Julie Stav representative, call the marketing department:
800-997-8661

About Julie Stav:

Julie Stav has earned the trust and respect of the Hispanic community by establishing herself as the financial expert for that community. Regarded by millions of Hispanics as the most trusted source of financial information, Stav inspires people from all walks of life to take charge of their finances. Every day, she dispenses practical advice through an extensive multi-media platform that includes national television and radio, bestselling books and DVDs, and the award-winning magazine content that reaches over 10 million readers each month.

About Life & Annuity Masters:

Founded in the 1980s by veteran insurance industry executives Nancy Rivera-Ellis and David Ellis, Life & Annuity Masters is a nationwide insurance marketing organization that develops specialized coverage programs from major carriers and supports a network of more than 20,000 independent agents. To learn more about Life & Annuity Masters, visit www.laaminc.com.

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Founded in the 1980s by veteran insurance industry executives Nancy Rivera-Ellis and David Ellis, Life & Annuity Masters is a nationwide insurance marketing organization that develops specialized coverage programs from major carriers and supports a network of more than 20,000 independent agents. To learn more about Life & Annuity Masters, visit www.laaminc.com.

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Contact Email:
***@laaminc.com Email Verified
Source:Jasmine Miller
Phone:8009978661
Zip:93065
Location:Simi Valley - California - United States
Industry:Insurance
Tags:hispanic, life, insurance, Julie Stav, Finance, tax, latinos, Agents, annuity, masters
Shortcut:prlog.org/11813457
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