How to Increase Your Insurance Book of Business

This presentation focused on strategies to grow an insurance book of business by shifting the emphasis from traditional life insurance to living benefits. It highlighted the competitive edge provided by specialized living benefits plans, particularly those that address the high costs and limited access associated with traditional critical illness (CI) insurance. The need for affordable, lifetime CI coverage and income protection during illness or injury was underscored. The presentation also featured plans offer coverage for accidents, sickness, and critical illness, and stand out due to benefits such as no-income verification, no waiting periods, and family-friendly pricing.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 55m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC – 1 A&S credit (in bundles) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
How to Increase Your Insurance Book of Business
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Perry Wong

Perry Wong is a Chartered Accountant with over 25 years experienced in the insurance industry. Author of the book "How to Create a Million Dollar a Year Income". Perry is a leading Living Benefits Specialist managing well over 300 insurance agents across Canada. He has helped hundreds of advisors increase their insurance book of business with his Living Benefit Strategies.