1. Western Life Assurance
Mark Mireault
Western Life Assurance
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2. National Best Business Process
Business Unusual
National Best Business Process
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3. Appreciate Online Application Payment by credit card
Competitive Term Rates
Critical Illness Rider
T100 Quick Pay
Telephone underwriting done quickly
Commissions paid quickly
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4. Connect Who do you know that.... Has a mortgage?
Has mortgage insurance?
Has no insurance?
Is a mortgage broker?
Is a realtor?
Is a general insurance agent?
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5. Discover Great DISCOVERY questions to ask clients who need insurance:
Do you have mortgage insurance? Do you know how it REALLY works?
Who is your mortgage insurance protecting, you or the bank?
Would you like to pay for that with your credit card? Do you collect points?
Would you like to be able to do the application on-line?
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6. Share What to SHARE with clients:
Top 25 Reasons to get personal life insurance
3 Types of Life Insurance
For term insurance, do a price comparison at:
“With Western Life, we can do the application online and you can pay with your credit card.”
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7. Confirm What to do to complete the sale:
Logon to approve.ca (need username and password)
See instructions website for online applications (from the Home screen, click on the "New Broker Training" and "Help and Tutorials" tabs on the right-hand side of the page)
No website access? Record their responses on a paper copy of the Sample Term Life Application (from the Home screen, click on the "Forms and Applications" tab, then "Sample Applications")
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8. Follow Up
Monitor your s website for updates (you may need to get client to sign APS Authorization form)
You will be notified by when application is approved
Follow delivery protocol OR print application and get client to sign
Application must be signed in 4 places and mailed to Western Life within 30 days*
*Visit NB Agent Resources, Providers tab, Western Life page for template
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