Uncover ideas you can take directly to your clients. Search and filter by business line, topic or type of concept. Download it. Print it. Learn it. Then contact us to discuss how we can help you implement the solution for your clients.
Our concept library is primarily intended for financial professional use only and is not to be reproduced or shown to clients. For pieces to use with your customers, check out the client-approved category. Client-facing pieces are subject to your broker-dealer review.
LTC PreView ensures you have the right product, with the right carrier, quoted at the right price – no awkward conversations, frustrating delays or reselling needed. See how to use our pre-underwriting tool to send your clients a personalized, secure long-term care questionnaire.
With Life PreView, you can email or text your clients a personalized, secure questionnaire to get an accurate snapshot of their health history. It ensures you have the right product, with the right carrier, quoted at the right price – no awkward conversations, delays or reselling needed.