Point-of-Sale

A Little Help Closing the Bigger Cases

A representative out in the field to help you profile and identify the needs of your top prospects


Sometimes, it might be difficult for you to identify a client's needs. Or, maybe you're in a different profession, such as the health industry, and have a huge book of business and would like to see additional income come from it, but just cannot tell the story of life insurance and annuities to them. For these types of situations, we empower you with our internal POS account executive, Jim Ellis, CLU.

When you go out there with Jim, know that you'll be accompanied with over 40 years of insurance experience including 28 years of point-of-sale expertise. Jim himself is a qualifier for MDRT and has regularly assisted many MDRT qualifiers as well as TOT qualifiers.

Whether it's estate planning, business succession planning, charitable giving or retirement planning, Jim will be able to work with you and build clear, consice and convincing case designs that will help you close the sale. If you have about 8-10 prospects that you think have huge potential, then Jim might be of great assistance to you. And the process is simple.

Here's What You Receive with the Point-of-Sale:

  • Fact finding and goal setting with your client
  • Case design and technical product knowledge
  • Conversations with other client advisors, e.g. attorneys, tax advisors, trustees, etc.
  • Presentation of recommendations up to and including closing the sale

Typically, for these types of services, marketing organizations will ask for close to half of the base compensation, however our nominal split of 10% of the base compensation makes using LifePro's Point-of-Sale capability a no-brainer. 

That's right. Only 10%. On top of that, you still receive 100% of the bonus compensation and expense reimbursements attributable to your portion of the case.

Click the button below to download the official "Point of Sale Assistance Program" flyer!

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