So I've had a lot of luck leading with one product then cross-selling with individuals. For parents, 529 plans have been a good way to get myself into the household. No one else seems to be going for them as the pay is almost non-existent and it's a great product for a lot of families so it's an easy introduction. Older clients, medicare supplements are great, etc. You get the idea.
I really want to break into the group market more. I have access to a great 401k platform, group life, group DI, several great options for Simple IRAs and group health, etc. I'm life, health, p&c, and securities
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I really want to break into the group market more. I have access to a great 401k platform, group life, group DI, several great options for Simple IRAs and group health, etc. I'm life, health, p&c, and securities
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