Over the last few months, we have written several new life insurance policies on our clients using one of our contracted company's non-face-to-face, online applications (all you need to do up this paper work is chat with us on the phone!) They are such a breeze! Truly, an amazing option for those of our clients who are busy (who isn't!) or out of town.
The world is in a constant state of improvement through technology and today's creative thinkers. It is up to us, as financial planners, to stay current on these improvements and trends. In doing so, we ensure that you, our valued client (or better yet, a prospect who is in the research phase) can get the best possible service. That's our goal! Especially with the new wave of millennials who won't even eat at a restaurant until they've googled it. Research is king! So we are working tirelessly to improve our website, work out systems to optimize fluidity, and staying current on all of our industry's technological upgrades.
"design & develop experiences
that make people's lives simple."
The non-face-to-face application as a mode of writing life insurance business is a new technology. Not every company offer's such a tool... yet... it's only a matter of time. By then, we plan on being experts! If you know you've been needing life insurance for a while but have thought, "I just don't have time!" No more excuses! Call us today and we can do it over the phone.