To prepare you for success, we’ll need the following information:
What questions or thoughts are coming to your mind?
We’d love to get to know you! Tell us what you are struggling with and share your short and long term goals with us.
What is your current level of experience in the marketplace you are focused on?
Whether you are an advanced planner or new to the industry, we have the tools to educate, inspire and motivate you to grow your practice. We’ll help you with potential cases and planning for the future.
Are you interested in pursuing more opportunities in the income protection marketplace?
We hope this is a yes! If not, we’ll try our best to refer you to alternative avenues.
How did you hear about Secura Consultants?
Did you discover us through an affiliation of yours or were you referred to us by a friend?
What is your primary method of communication?
We live in a digital world and will feed you information via email. However, not everything can be achieved through digital communication which will sometimes require us to meet via phone or through an online webinar. Knowing your preferences will help us get to you more efficiently.
Are there other advisers in your office?
We’d love to connect with others from your office to see if we can make a firm-wide impact as well.
Tell us about your business?
The Secura Consultants team has all of the plans and processes in place to help you meet both individual and firm goals. Learning about your firm’s history, mission and vision will help prepare you for success.
Who is your typical client?
By providing us with insights on your typical and ideal clients, we’ll work diligently to keep you in the loop on the latest news and solutions.
How do you market yourself?
We’ll provide you with the necessary tools so that you are best equipped for your client meetings.
Who do you use for business resources?
We have a variety of resources to help you grow in the income protection space. Our videos and newsletters will educate, motivate and inspire you on the latest news and disability topics.
What do you expect from your business partners?
We’ll help you put together an income protection plan to protect you and all of your business partners.
What is your experience with disability insurance, long term care and group ancillary products?
We can assist at any experience level even if you have little-to-no experience in the income protection area. We’ll fill you up with our expertise.
How often do you discuss income protection solutions?
According to Life Happens and LIMRA, 2015 Insurance Barometer Study, 51% of Americans are concerned about supporting themselves if they could not work due to illness or injury. This proves that financial advisers are skipping the income protection discussion with their clients. We hope that you will join us to spread disability insurance awareness.
Who have you used in the past for obtaining these solutions for your clients?
Share your affiliations with us as it may just be a relationship we currently have! If not, we’ll help you get get started.
a. Follow Through!
i. We expect feedback. This allows us to help you handle objections and keep you informed about the disability insurance marketplace.
ii. We like to touch base with our partners and find out where they are at with their business and see where we can help.
What would be a reasonable amount of time for us to check in? Once a week, once a month, once a quarter?
We provide questionnaires that will help you ask clients the right questions so we can provide accurate solutions. Our goal is to limit the amount of surprises during the sales cycle from prospecting to placement of business.
Do you have questionnaires, fact finders or tools you are currently using to have discussions about income protection? If so, are the tools effective?
If not, what do you see as the biggest obstacle for you when you discuss income protection with your clients?
We partner with advisers committed to actively growing their income protection business.
Knowing we are committed to working with advisers actively growing their business in this marketplace, do you feel your practice currently fits or is moving toward building your income protection block of business?
To prepare for a great working relationship, we ask that you keep the following in mind: