Help Speed Up Your 2010 Recovery Plan with THEInsuranceAdvisor.COM (TIA)
While the investment climate seems to be stabilizing, and while clients may be thawing out from the decision-making freeze brought on by such stormy markets, you can help speed up your 2010 recovery plan by helping clients make easy (and obvious) financial decisions. For instance, clients may or may not be ready to make investment decisions, but it is hard to imagine a client who would not want to reduce the costs of their life insurance if given the opportunity.
Research from all of CASCO, Tower Perrin1 and TIA all indicate that some clients are being overcharged by as much as 40%. Very few clients know what they are being charged for Cost of Insurance (COIs), Fund Administrative Expenses (FAE), Cash Value-based “wrap fees” and premium loads in their life insurance policy holdings.
As such, use Confidential Policy Evaluator (CPE) to reveal when clients are being over-charged and show them how to reduce costs and speed up your 2010 recovery by giving clients the opportunity to know what they are being charged and reduce their costs.
1 Tillinghast Towers Perrin study referenced in the May 2003 issue of Trust & Estates, CASCO survey reported in the April 1999 issue of Trust & Estates magazine, and research from TheInsuranceAdvisor.com database
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Sign up for our NO-Risk Trial Subscription entitles you to unlimited Confidential Policy Evaluator (CPE) Reports at the subscriber rate of $125 each (a 75% discount off the $500 per report fee for non-subscribers) or less if you are a member of one of our Enterprise Licensees.
Either way, ONLY subscribers have access to all TIA Portfolio Management Tools and your satisfaction is guaranteed. If you are not completely satisfied after running just three (3) CPE Reports during the initial 90-day Trial Period, simply return all CPE Reports and other TIA Work Product, and TIA will refund all subscription and report fees.
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