At a financial services conference last week, I had multiple conversations about life insurance with independent financial advisors around the country. The common theme of the conversations was the perception that writing life insurance takes a long time and requires a lot of work and involvement on the advisor’s part.
While that may have been the case years ago, there are significant improvements in process and technology, allowing life insurance to be quick, easy, and profitable for advisors. Virtually all applications can be completed electronically, many companies offer a streamlined underwriting process and some even offer algorithm-driven instant approvals.
Working with Wholehan Marketing also means full service and expert assistance with all licensing, product training, and commissions. For the cases that aren’t approved through the accelerated process, our dedicated, in-house case management will be sure to assist with all follow-ups and requirements, making sure the underwriting process involves the advisor as little as possible.
Our approach is to offer exceptional service, knowledge, and attention to detail, keeping your insurance business easy, quick, and profitable.