There are so many great things blooming at Shields Brokerage. As winter slowly comes to an end, we have been prepping for a great spring. We renovated our offices to allow us to offer more hands-on training opportunities. If you are a broker who wants to expand your practice or if you are starting to groom the next generation, we hope you will allow us to help in the process.
Let’s take a quick look at what is coming up:
Senior Health Plans: Shields Brokerage has the best carriers and plans for your 65+ clients. Kelly Crawford would love to take a few minutes and introduce you to what she offers.
She would also recommend that if you were thinking in participating in the Annual Enrollment in Medicare Senior Health Plans in 2018, you can’t start too early. We will assist you in navigating the certification and licensing process. We even have new space in the office dedicated for the agent that needs to do online training. Plug in your own laptop or use our dedicated broker computer and have experts right around the corner that can help you.
Group Benefits: We have a full basket of the top carriers in the Group Benefit markets. If you work with small business owners they need you to talk to them. If you have a group that you don’t think can qualify because of industry, size or family participation, we can probably find a solution for the group.
When you work with Shields Brokerage you can offer Dental, Group Life, Group STD and LTD and other asked for benefits like Critical Illness and Accident Insurance for groups. Our carriers include: The Hartford, AXA, MetLife, Reliance Standard, KCL, Lincoln, The Standard, Sun Life Financial. One call to us gets you the most competitive offers from all these companies. Rates and comp are the same if you want to make all the calls yourself, so why not just call us.
Keep your eyes out for updates from Kathy Borsh about upcoming meetings and webinars to introduce all the offerings from these carriers.
Life Brokerage: Tommy Oliver has so many good things to talk to you about. Super competitive term rates so you can compete with any on-line or national phone sales agency.
Do you want to take your life sales to the next level. Tommy will work with you on one of several sales systems that will allow you to assist your clients in meeting their goals and you will carve out your niche in the marketplace.
LTC & DI Sales: There may be fewer carrier in the traditional LTC space but Shields Brokerage is still committed to offering these necessary plans for your clients. Along with the traditional LTC policy’s, Stacy Shill is well versed in the Linked Benefit market place and will help you come up with a plan for your clients.
Better yet, Stacy offers the option of working with you and your client directly through the entire sales process. We use the phone and online tools to present and sell the case for you. Ask her for her fact finder for your prospect and you may be close to having some LTC sales of your own. Other brokerage agencies may require a broker to split cases in this type of arrangement, we don’t. You will receive the full broker comp on your sales.