The Successful Advisor’s Secret Weapon

Bringing the right blend of expertise and creativity to earn the opportunity to put your client’s insurance plan together is half your challenge. The other half is knowing who to have on your team to help you make a good insurance plan even better. Your secret weapon: advanced underwriting experts who help you move your large cases from access to assessment to advice. Underwriting impacts the sale and having sound advice will help get you and your client to a great solution faster.

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How PPI Valet Can Help Your Business

What is PPI Valet?

  • At its core, PPI Valet connects you to a robo-advisor service that you can offer your clients
  • Powered by WealthBar, PPI Valet is an advisor platform that helps you provide your clients with easy to access, low cost, professionally managed investment portfolios

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Should You Consider Using a Robo-Advisor?


Get Social Media Working for You

As a trusted advisor, do you enjoy working with families and helping them plan their financial security? Do you have marketing strategies to reach out and remain connected with them? Do you want to expand your business and reach a wider audience?

If you said yes, then you likely work hard at building your business and maintaining relationships that foster your continued success. You have the knowledge, competence, and desire to keep your clients’ best interests in mind. Your clients know this, and are happy about it, but . . . how do you get the rest of the world to know it too?

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Applet ABCs: Get Noticed – a strong brand image means stronger business potential

Applets are used by Advisors in PPI Toolkit 2 to create professional, straightforward presentations for clients.

Is your practice getting the attention it requires? A strong brand image means stronger business potential. Your clients, as well as the potential clients that your current ones will refer to you, should know you by name, company, and logo. One simple way to achieve this is to create client-facing presentations that are professional, convey your expertise, and are branded with your name and business name.

Create branded presentations quickly and easily in a 3-step process using PPI Toolkit:

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5 Content Marketing Basics

The information age is upon us. Consumers can now receive data about any topic with the click of a mouse. They want to be informed and they want information to be readily accessible and accurate. Content marketing is the art of providing short yet valuable and interesting content to satisfy your target audience’s specific thirst for knowledge. Lengthy testimonials about your business no longer cut it. Your customers should be able to get in and get out easily and retain your brand value while doing so.

The following are some useful tips for leveraging your strategy:

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5 Content Marketing Basics


5 common mistakes to avoid when drafting shareholders’ agreements

It is no secret that there are benefits to funding your client’s shareholders’ agreement with life insurance.

It is less well known, however, that a significant number of agreements are drafted incorrectly, being either out of date or inadequate to deal with insured buyouts. The following are 5 common errors and omissions your clients should avoid in their shareholders’ agreement.

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5 common mistakes to avoid when drafting a shareholders’ agreement


Applet ABCs: Income Replacement

Applets are used by Advisors in PPI Toolkit 2 to create professional, straightforward presentations for clients.

The Income Replacement applet can be used to answer the daunting question, “What would you do if you could no longer work due to disability or sickness?” While this may not be a question that you want to ask your clients out-right, it is something very important for them to consider.

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Insuring your Most Valuable Asset


The Twitter Trifecta: A Short Glossary

You finally did it. “It’s not going away!” they said. You knew you’d have to embrace it eventually, so you sat down with your smartphone and got yourself a Twitter account. And now, you can use this social media platform as an effective business tool (or as a way to get quick updates on your favourite sports teams). The following are definitions of a few staple Twitter offerings.

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The Twitter Trifecta: A Short Glossary