1 / 11

Adeline Thomson SSQ

Adeline Thomson SSQ. Business Unusual National Best Business Process. Appreciate. Loan Insurance  (T10, T15, T20, T25, T30, T35, with 20K CI Rider, DI Rider covering loan payments, and Waiver of Premium Rider) Critical Illness for Children

tad-pitts
Télécharger la présentation

Adeline Thomson SSQ

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Adeline Thomson SSQ

  2. Business Unusual National Best Business Process

  3. Appreciate • Loan Insurance (T10, T15, T20, T25, T30, T35, with 20K CI Rider, DI Rider covering loan payments, and Waiver of Premium Rider) • Critical Illness for Children • Unique Term Products: Term 10 Indexation, Term 70, Term 100 • Other Products: Term 20, Whole Life, Universal Life, Critical Illness for Adults

  4. Connect Who do you know who... • Has a mortgage, HELOC, or personal LOC? • Has loans (student, vehicle, boat, farm, recreational vehicle)? • Has commercial property or farm loans? Who do you know who... • With children under the age of 18? • Is a single parent? • Could use Leave-of-Absence Insurance if their child became critically ill?

  5. Discover Great DISCOVERY questions to ask about Loan Insurance: • Would all your loans be paid in full if you died today? • If yes, did you buy coverage from the bank? • If no, how would you pay for your loans if you got sick or injured?

  6. Discover Great DISCOVERY questions to ask about Critical Illness Insurance for Children: • If your child had a critical illness would you be able to take a Leave-of-Absence with pay? • Would an extra $25,000 or $50,000 help?

  7. Share What to SHARE with clients about Loan Insurance: • If you died, it covers all types of fixed payment loans • If you are disabled, it covers your monthly loan payments • If you become critically ill, it pays you $20,000 tax-free

  8. Share What to SHARE with clients about Critical Illness Insurance for Children: • “If your child had a critical illness this Leave-of-Absence Insurance would pay you a minimum of $25,000 tax-free.” • “This would allow you to be with your child without worrying about bills.”

  9. Confirm What to do to complete the sale for Loan Insurance: • Run a Loan Insurance illustration from the Software and print a copy to accompany the app • Complete Application (each app has unique # - use paper app or Express App – Fillable PDF from Software) • NB KYC / New Business Submission Form* *Visit NB Agent Resources, Agents tab, NB Forms or Compliance Page

  10. Confirm What to do to complete the sale for Critical Illness Insurance for Children: • Application (each app has unique # - use paper app or generate one online) • NB KYC / New Business Submission Form* *Visit NB Agent Resources, Agents tab, NB Forms or Compliance Page

  11. Follow Up Follow up: • If first piece of business: Submit application AND contracting paperwork to your Business Processing Centre who will forward them to NB Head Office* • Send all subsequent applications to your Business Processing Centre who will forward them to NB Head Office *Visit NB Agent Resources, Providers tab, SSQ page

More Related