Simple. Really Simple.
A Program designed for Insurance professionals

The Preferred Client Group partners with insurance agencies to generate significant incremental revenue for the agency and their agents. We add four tangible and three intangible document-able revenue streams to any agency.

For the agent, our One Simple Question “plug-in” is simple, non-disruptive, proven, and integrates seamlessly into their daily routine.

As a focused and experienced fiduciary team housed within a National Bank, we have developed the processes and programs necessary to positively impact the bottom line of our insurance partners.

Advantages
Insurance Agents

  • New Income Channels
  • Revitalize Client Base
  • Increased Product Sales
  • Future Monetized X-Dates
  • Significant marketing dollars

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Advantages
Your clients

  • Immediate Tax-Free Cash
  • Permanent Line of Credit
  • Eliminate monthly mortgage
  • Peace of Mind
  • Simple Process
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    HOW THE PROGRAM Works IN
    three simple steps
    ask ONE SIMPLE QUESTION

    Ask One Simple Question
    At the end of a meeting with clients, find a comfortable opening and simply ask:

    “Mary, what did you find when you examined using your equity to enhance your retirement?”

    The wonderful thing about open-ended questions is that you can replace some of the words to fit a specific situation without changing the purpose. For instance

    “Mary, what did you find when you examined using your equity to fund your long-term care?”

    Regardless of how you phrase the question, when the resulting answer is
    “I don’t know.”...

    You’re off to step number two.

    SIMPLE mental CALCULATION

    A Simple Mental Calculation
    To determine the amount of equity there is to work with, run the calculation:

    House Value ÷ Two – Liens

    If the resulting number is in the range between Negative $30,000 and a + Positive Number, then you have unlocked two different equity pools.

    The obvious pool of equity is the number resulting from the above calculation. The not so obvious pool is the subsequent release of their current monthly mortgage payment. Either of these pools of tax-free cash can be repositioned into products that enhance the client’s financial position.

    If equity release is an option, go to step number three.

    INTRODUCE YOUR CLIENT

    Introduce your client
    We’ve made it simple to introduce your client via website, email, phone call, fax, or snail mail.

    Either way your introduction will be met by a responsive Client Concierge who will shepherd your client through the equity release process.

    With the client’s authorization, agents and agencies can be kept up to speed regarding the progress of the transaction and the resulting financial.

     

    Catalyst. A program developed by fiduciaries, for fiduciaries.

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    REAL LIFE EXAMPLES
    PRESENTED BY THE AGENT