The Life Insurance Performance Management Starter Kit

These documents are the first set of tools you need to introduce Life Insurance Performance Management to your clients and other advisors from whom you wish to solicit referrals.


How To Introduce Mark ( 6 Files )

 


The LIPM Snapshot for Advisors

What is it?
An article for educating advisors who advise their existing clients about life insurance policies – or who are trusties and responsible for their clients’ life insurance policies.

When and why you would use it?
When you want a professional advisor to understand why and how you are different (e.g.: tax attorneys, CPAs, corporate and personal trustees)

How do you use it?
Individually during a relationship development process with professional advisors.

What will it do for you?
It will elevate your status as an expert and provide proof that you are more than a review and replace life insurance sales person.


The LIPM Snapshot Article for Life Insurance Owners

What is it?An educational article for owners of life insurance policies.

When and why you would use it?
When life insurance owners need to understand why it’s important that they allow you (or us) to review their existing coverage to see if any improvements need to be made to the policy.

How do you use it?
Individually with owners of life insurance policies who are considering doing a review of their coverage.

What will it do for you?
It will give you an additional set of speaking points to further differentiate you as a fiduciary distinct from life insurance sales people and the harmful review and replace process.


LIPM Snapshot Sample Report

What is it?It’s the actual snapshot report that assesses the probability of a life insurance policy working.

When and why you would use it?
Use it whenever someone wants to know what a report looks like and what it will do for them. It’s a great tool to use when approaching clients who own underperforming or at-risk policies.

How do you use it?
Individually with advisors and/or their clients.

What will it do for you?
It will make it easier for you to create an informative and valuable experience for advisors and their clients and prove this service is valuable and well worth the investment.


Life Insurance Performance Management (LIPM) Introduction

What is it?An educational presentation in PowerPoint and PDF formats.

When and why you would use it?
Use it individually or with a group to help them understand the problems they have with existing coverage and how LIPM can address and eliminate those problems.

What will it do for you?
It will create a valuable differentiation between you as a fiduciary and the traditional and harmful review and replace processes offered by life insurance sales people.

How do you use it?
The presentation is user-friendly. Each page/slide is scripted. By reviewing it a few times, you will be ready to go.


Crossing the Great Divide

What is it?
A brief article explaining why Life Insurance Performance Management is needed, how it works and the results it can cause for individuals who use it.

When and why you would use it?
Whenever you need a door opener to start a conversation with policy owners or other professionals.

How do you use it?
Individually with existing clients and prospective clients or their advisors. It is not a mass email tool.

What will it do for you?
It protects and increases your credibility and reputation as an expert. By changing the conversation from selling to education and problem solving, it gives you something new and compelling to talk about. And, for the advisors you wish to solicit referrals from, it is a great way to teach them about serious problems they do not know they have… problems that are harming their clients and may eventually damage their career.