For the niched professional focused on “bread and butter” activities, but wanting to add ancillary services like life insurance, long-term care, disability income, or retirement planning strategies, KinG offers POS consultant services. We work on your behalf with your clients.
For example, a local P/C agent, through his annual review with his client, discovers that the client has no life insurance. On your behalf, we will meet with the client, take the application, and provide the client with life insurance.
Using the standards developed by the Million Dollar Round Table (MDRT) performing joint work, we will present the options, provide the illustration, take the application, process the application, and place the policy with the carrier for the advisor.
You get a percentage of the case, deepen your client relationship, and add a new revenue stream.