Newbie Adding Term Life Products to Service

Discussion in 'Life Insurance Forum' started by Beth01, May 18, 2017.

  1. Beth01
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    Beth01 New Member

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    Hi Everyone! I'm a Financial Counselor in private practice and would like to be able to offer my clients Term Life Insurance. My business helps people improve their financial behaviors, such as budgeting, and saving money. I do not sell financial products. After sending so many clients off to buy good term life policies, I have decided to sell them myself. I'm taking the licensing exam next week. I was wondering if any of you could recommend companies that might work with me to offer these products to my clients?

    Thanks so much for your help!
     
  2. jboussea
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    jboussea Guru

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    Reach out to JRoot on the forum ... or check out his website

    SellTermLife.com – Sell Term Life

    or

    Digital BGA

    ...

    how do you currently get paid?
     
  3. Mattschmidt
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    Mattschmidt Guru

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    Lots of great groups or IMOs out there.

    I'd recommend getting licensed first then worrying about contracting, marketing etc. Smart agents place contracts in multiple IMOs.

    In 14 years I've yet to find one group who offers the best of everything

    Do your research and take your time
     
  4. Beth01
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    Beth01 New Member

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    Thanks for your suggestion. My clients are self-paying, so no insurance or EAP, they pay me directly.

    ----------

    Thanks! My clients are pay me directly, no insurance or EAP.
     
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