Keeping Your Business Open Amid Coronavirus Fears
Latest PostsWebinar: How Foresters Financial Benefits You & Your ClientsApril 2020 Selling Annuities When You Can’t Meet with Your Clients In-PersonApril 2020 AIPMA Launches New Long-Term Care ResourcesApril 2020
TagsLincoln Financial Group Women Foresters Financial Coronavirus Covid 19 North American Regulations Carriers Culture Life_Insurance Long_Term_Care Tax Season Taxes Charity Ira Aipma Roth Ira Annuity
The last week has dealt a blow to the U.S. economy as the cancellation of events and closing of many businesses has all of us searching for answers to battle the spread of the coronavirus (COVID-19). Even St. Patrick Day’s lucky four-leaf clover today couldn’t withstand the potential impact of this pandemic. But that doesn’t mean you are closed for business.
While uncertainty clouds our economy, AIP Marketing Alliance understands it’s not business as usual; however, you don’t have to be out of business. Your clients are sitting at home wondering what to do. NOW is a great time to engage with them; you just have to do it differently.
- Leverage Your Technology: Use an iPhone’s FaceTime or online meeting software (ZOOM offers free online meetings) to meet “face-to-face” with your clients. Call them on the phone or send them an email to “check in.”
- Leverage Carrier Technology: Are you using iGO, e-applications or drop ticket? These services allow you to process an application online with a client without physically being there. You start the process over the phone and then turn the application over to the carrier for follow-up.
- Life Insurance Products: Did you know some carriers do not require blood/urine for their life insurance policy? AIPMA is contracted with multiple carriers with these products and can connect you to make the application process easier for your clients.
- Life Policy Reviews: A pandemic like COVID-19 causes paranoia and panic for most people. They may want to review their current life insurance and long-term care policies. Taking a few minutes over the phone or sending one of AIPMA’s life policy review sheets to your client can assess their coverages without physically being there.
Don’t allow this pandemic to consume your potential business during these trying times. I’m here to help you through this event by offering alternatives, strategies and ideas to keep your operations available to your clients. Contact the AIPMA Business Development team at (800) 783-5206 Press #2 or email email@example.com if we can help with a few carriers or ideas.
Be careful and stay calm out there…
2041 E. Square Lake Road, Suite 100, Troy, Michigan 48085-3897
For more than 35 years, AIP Marketing Alliance (AIPMA) serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office.