PART I – THE ROLE OF THE ADVISOR / AGENT
Financial advisors and insurance specialists are often on the front lines with clients in serving their life insurance protection needs. In this video, you will learn more about the advisor’s role in the life insurance process, their business challenges, and a discussion of core vs. ancillary life insurance focus in an advisor’s practice.
PART II – THE DIFFERENT BUSINESS MODELS
It goes without saying there are many different business models through which financial advisors and insurance specialists serve their clients. This video will provide an in-depth overview of the types of financial advisors and insurance professionals you may work with as a case manager.
PART III – FOSTERING ADVISOR RELATIONSHIPS AND SERVICE
Case managers focus on relationship cultivation and elevated service in their role. This video discusses the right practices for relationship cultivation and management, suggested advisor segmentation and service models, and when to escalate a situation to deliver on your BGA’s value proposition