Making the Planned Giving Ask Part 1: Preparing for the Ask
LinkedIn Twitter Facebook Preparation makes any planned giving ask much easier and dare I say better. Professional athletes practice to prepare for their performance. We, as planned giving professionals, prepare as well. We craft a presentation and hone it to meet the needs of the donor.. Below are a few ways to prepare to make […]
Expanding the Value Proposition: How Life Insurers Can Leverage Online Wills to Help Drive Mass Market Sales
Despite technological advancements like automated underwriting and attractive user experience (UX) platforms, life insurance products, especially term products, are still perceived as commodities by agents and luxuries by consumers, particularly during inflationary times. To overcome these variables, more effectively reach the mass market and make the sales and purchase of life insurance more compelling, life insurers should add complementary products that enhance the overall value proposition to agents and consumers. One smart choice is bundling life insurance with online estate planning. Let’s explore how life insurers can benefit from this strategy, backed by statistics on the current state of Americans’ life insurance and estate planning coverage.
