Your job as an agent is to stay on top of your game, educating clients and doing what’s in their best interest at all times.
Leawood, KS (PRWEB) July 02, 2011
Nearly 100 of Creative Marketing’s top sales agents gathered at the Elite Agent Sales Experience (EASE) training event to hear featured speaker Steve Kelleher share the story of his successful partnership with Creative, in addition to two particular sales strategies for success. Kelleher was one of just three featured speakers hand-picked for this prestigious event, based on his experience, knowledge and overall achievement in the industry.
Kelleher opened the session by discussing his relationship with Creative Marketing, including the dedication and commitment of the Sales Consultants and Tailor Made group he works with nearly every day. He reminded attendees to take advantage of the resources and expertise Creative offers, indicating just how much he has been able to accomplish through their support. Kelleher then presented his take on The Anatomy of a Case … from Discovery to Delivery.
Highlighting the ten rules he follows as a moral compass to guide him through discussions with clients, Kelleher quickly had the crowd engaged and listening intently. He transitioning into sharing a concept he uses to present clients with the overall purpose and positioning of life insurance. For accumulation, he identified a bucket approach to maximizing money reminding them of the premium and returns that filter into the bucket in addition to the fees and taxes that must come out. He pointed out the risk corridor agents should educate clients about when sharing this illustration. Steve proceeded to touch on standard strategies for taking benefits from defined benefit plans, including traditional pensions. He showcased a separate option that includes life insurance, which allows for clients to enjoy the full pension benefit while ensuring an income stream for their beneficiaries.
Throughout Steve’s presentation, he reminded attendees that their primary role should be educating those they serve. He summed this up by saying, “It’s crucial that you be in the business every day. Tax laws are changing, the healthcare situation is changing and markets are constantly changing. Your job as an agent is to stay on top of your game, educating clients and doing what’s in their best interest at all times.”
Steve Kelleher, founder and president of CT Financial Navigators based in Watertown, Conn., has more than 25 years of experience in the financial services industry. He specializes in retirement planning and income tax strategies. He is committed to helping clients protect, preserve and grow their assets, and prepare them for the retirement they deserve. For more information about his background and the services he offers, contact Steve Kelleher by calling 860-274-9056.
ABOUT CREATIVE MARKETING
Creative Marketing, a leading national marketing organization for annuity and life insurance, has been assisting financial professionals with building a successful practice since 1984. Providing affiliated agents with hundreds of product options from a variety of carriers, the company delivers superior agent education, advanced marketing training, unprecedented back-office support, and unparalleled industry expertise from a team of talented and knowledgeable employees. Creative Marketing sets an industry standard for its commitment to excellence, ethics in business, high integrity and agent-client satisfaction. Centrally located in Leawood, Kan., Creative Marketing is making a difference in the lives of its nationwide affiliated agents and the clients they serve. To learn more about Creative Marketing, visit http://www.CreativeMarketing.net or call 1-800-992-2642.