Created by Wendy Baxter, this Needs Analysis is an Equis Retirement Solutions branded document to help you best determine your client's financial needs!
This document is a great visual tool to demonstrate how Living Benefits can help bridge the gap between expenses and lack of income in times of need.
Documents
Training Videos
Living Benefits: Lein vs. Discount Methods
VP of Advanced Markets, Bill Martin 2.0, discusses Living Benefits--what they are, why they are so important, when they are accessible, and how each carrier handles the Living Benefits claims!
Vice President of Retirement Solutions, Bill Martin 2.0, walks you through the Living Benefits In-Home Presentation. Find the “Living Benefits Presentation” under the “Scripts & Guides” tab.
Living Benefits Sales Presentation - Part 3: Unlimited Referrals With the Emergency Contact List
Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how the Emergency Contact List can get you unlimited referrals during the Living Benefits presentation.