Minimum time for profit return. Adds value to clients and professionals. Promoting professional image. Promoting excellence in service. Promoting credibility before Clients and Professionals.
Referrals are easier to procure as compared to the traditional insurance product pitch.
Individual and Group Changes - possible lapses and cancellations. Business Changes - possible lapses and cancellations. Centers of influence - other professionals e.g. Attorneys, CPA s, Financial Planners. This is an excellent referral source especially when one does not have potential prospects in their own client database. Non Profit Entities - Universities, Charities, Foundations etc.