Ancillary

Product Bundling

Video Summary

In this webinar, we focus on how to bundle multiple products. Explore the significance of ancillary products such as accident insurance, critical illness coverage, dental and vision insurance, hospital indemnity plans, and short-term major medical insurance. Discover how you can fill the coverage gaps through bundling. Enhance engagement by tailoring solutions to meet your client's needs.

Timestamps

(1:26) Why Sell Ancillary Products?

Understanding the coverage gaps

(4:44) Types of Ancillary Products

Accident, Cancer/CI, DVH, HIP, STLDI

(8:01) Selling Ancillary Products

Different times you can sell ancillary products

(9:32) Bundling

Bundling products together, example

(12:29) Staring the Conversation

Bringing up ancillary products

(15:11) Stories

Relating with your client

(18:27) Flyers

Example flyers

(19:48) Resources

Brokerage Bucks, trainings, contact information

Related Videos: