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Virtual Sales Assistant (VSA)
provides a wealth of information with practical, point of sale material
to help you address customer needs and close insurance sales.
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Fact Finders:
Forms for gathering facts about your clients for a variety
of personal, business and estate needs. |
Concept Pages:
Hundreds of conceptual personal, business and estate
planning ideas for your clients, reduced to one simple pagers. |
Tax Information:
Printable answers to common tax questions about life and
health insurance and annuities with links to and a "road map" of the
entire US Tax Code. |
Client Presentations:
Complete concept presentations for virtually all personal,
business and estate needs.
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Tools
and Techniques:
National
Underwriter's definitive "how-to" series on estate, financial, insurance,
and charitable planning, as well as employee benefits and retirement planning.
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Specimen Documents:
Specimen
documents to help your client's attorney prepare insurance-related
documents. |
List of FINRA-Reviewed VSA Content:
VSA Compliance Statement and Supporting Documents
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Mental Vitamins:
Articles and quotes by "masters" such as Jim Rohn, Zig
Ziglar, Brian Tracy, Tom Hopkins and many others.
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