Annuities: Features TELL, Benefits SELL!

07/11/23 • 57 min

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat BACK down with Robert Intelisano, aka The Insurance Doctor! Rob walks us through some really important things that can help you sell more annuities! We talk about the features and benefits of annuities that help educate the client, while still making the most sense to them!
Robert is the Founder and President of Intelisano & Associates. Since 1999 he has worked with thousands of individuals, families, and businesses helping them to obtain the best and most cost-effective insurance protection for their specific needs.
Taking a holistic approach with every case, Rob does not promote products until he understands his client’s short and long-term goals and needs. Only then does Rob and his team of independent professional advisors design the best solution, and always with the goal of providing you with protection and peace of mind at the right premium.
Rob has earned the following designations:
• Earned Chartered Life Underwriter CLU in 1995
• Earned Certified Senior Advisor CSA in 2003
Rob shares some of the most important lessons he's learned since starting in the industry, including the importance of having a good mentor, and being honest and transparent with your clients.
Share this episode with a small business owner that you think would find this information helpful; even if they're not an insurance agent! But until then - Let's D.I.P. into insurance

Previous Episode

IUL vs. 401K, IRA, Roth, & CD's; Benefits & Caveats of Each!

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Chris Schiefer; a life insurance specialist and IAD's partner from TruChoice Financial! Chris has been working in the insurance industry for almost 20 years and has been helping agents and brokers alike grow their book of business by educating them about different insurance products that can help them retain and grow generational wealth for their clients.
There are numerous ways that today's consumers can save for retirement. But how many ways are people saving for life after death? Today Chris helps us outline the benefits and caveats of different insurance, and non-insurance options for today's consumers to help them grow or maintain wealth. These options can also help generate generational wealth for the client's family.
But how do we know which is best?
Share this episode with a small business owner that you think would find this information helpful; even if they're not an insurance agent! But until then - Let's D.I.P. into insurance

Next Episode

Why You Should be Targeting Gen Z & Millennials for Life Insurance!

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today we sat down with Donald Kirkendall from Kirkendall/AffordableOne Insurance! Don walks us through the importance of life insurance in today's world, and why it's MORE important for younger generations to think about life insurance now than ever before.
The cost of living has gone up...but so has the cost of DYING! Young people have less risk of passing away unexpectedly, therefore their monthly premiums will be much lower than for those who are in their later years of life. Many young people believe that life insurance is too costly, so they put it off - thinking they won't need it until they get older...but then the unthinkable happens.
Don explains for us all the different situations that young people in the Millennial (ages 25-42) and Gen Z (ages 7-24) can possibly be in; when it comes to needing life insurance. Situations ranging from being a single parent with children from multiple fathers, a child with family health risks, and a child who lost their mother during childbirth. It's these stories that make us realize that tomorrow is never promised. Don also shares with us a few tips on how you can start generating life insurance leads in these age brackets, and how to speak to these groups on the importance of these products for their family's sake.
Share this episode with a small business owner that you think would find this information helpful; even if they're not an insurance agent! But until then - Let's D.I.P. into insurance!