3- Minute Business Profile
For us to have a meaningful conversation to grow your business and income, please answer these 10 questions prior to our meeting. After you click submit below, you will be emailed a copy of your responses. Thank you! Brendan McLaughlin, RVP - South Texas
Your Name
*
First Name
Last Name
Email Address
If you want a copy of your input
1. Your primary product mix (check all that apply):
Life Insurance
Health Insurance
Investments Fee-based
Financial Planning
Long-Term Care/Hybrids
Medicare Supplement
P&C Insurance
Variable Annuities
Fixed or Indexed Annuities
Disability Insurance
Taxes / Accounting
Mortgage / Real Estate
2. What areas are you most interested in:
Earning more revenue
How to better integrate life insurance to my practice
Access to competitive products
Proven sales ideas that fit my business
Term with Living Benefits
IUL Cash Accumulation
Sales Strategies / Ideas
3. How do you generate new sales / revenue?
Formal client review process
Formal referral process
Center of Influence Referrals - CPA/Attorney/Real Estate/P&C/Banker
Seminars / Webinars
Split business with colleague / agency building
Cross-sell your book
Direct mail leads
Networking - clubs/non-profits/sports/hobbies
Purchased book of business
Digital Marketing
TV/radio/paper
4. Approximate number of clients you have access to:
Please Select
Zero - 25 Clients
25-100
100-200
200-500
500-1000
Over 1000
6. Average annual life insurance revenue:
Please Select
Zero - $25,000
>$25,000
>$50,000
>$75,000
>$100,000
>$200,000
>$350,000
>$500,000
7. What are your primary life carriers or marketing organizations (if applicable):
Primary Carrier
Why? (Price, products, etc)
1
2
3
8. What areas of Midland (life division) would you like to discuss:
Guaranteed IUL & GUL with living benefits
Term with Living Benefits
No Surrender IUL
Highest Accumulation IUL
CCT, Critical Chronic Terminal illness benefits
Commissions
Company History, Ratings, Ownership
Other
9. Life Insurance ideas you may want to further explore:
IUL Performance Comparison (vs 401k, Roth, Annuity, CD, Bonds, Equity Accounts)
Traditional Death Benefit Sales - either Guaranteed Permanent or Term
Life Insurance for Living Benefits (Chronic + Critical + Terminal)
Business Insurance Sales Strategies
Ideas for writing more Permanent policies Vs Term
10. Would you like to have our Midland Annuity RVP contact you?
Yes
No
Submit
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