ASSOCIATION Discount Program for DI & LTCI Page 1 8567-03-10 2010-02477 [Name] [Agency]...

ASSOCIATION Discount Program for DI & LTCI

8567-03-102010-02477

[Name]

[Agency]

[Phone/Email]

Single, Best Way To Develop Your Market

Disability income and long term care insurance products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY.

Products provisions and features may vary by state.FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.


Powerful, business-building program • Numerous soft/warm prospects

– Prime for building long-term relationships with

• Continuous streams of business:– New members join– Cross-sell or up-sell opportunities– Referrals, referrals, referrals

• You become the “go-to” agency for all financial and insurance needs– LTCI programs include family members*

* Eligible family members include: Spouse/domestic partner, children, parents, grandparents and

siblings of the association member and those of his or her spouse/domestic partner.


#1 Reason to Sell Our Association Discount ProgramWe can get you started with discovering opportunities.

We make it easy to get into the Association business

We make it easy to grow your Association business


Win/Win Program for Everyone ASSOCIATION WINS!Helps recruit and retain members

Recognition for providing additional security (with a discount) for members.

No cost implementation – helps to keep membership dues down

Minimal effort to implement

MEMBERS WIN!Premier product with some of the highest income replacement ratios in the industry

Individual, non-cancellable coverage

Great supplemental DI for maximum level of income protection

Minimal effort to implementTax-free benefits when member paid

Access to full-service agency with ability to receive one-on-one attention

YOU WIN!Multiple sales opportunities

Ability to build long-term relationships with members and their families

Referrals and cross-selling opportunities with EACH MEMBER

Increased visibility in location of Association


Easy, 5-Step Approach

STEP 1: Identify Association Opportunities Preferred Association Market Guide

Highlighting 8 optimal markets

Online Resources

Recently Submitted Applications

Local Resources

Some of the easiest

prospecting around


STEP 2:

Obtain Approval to Solicit Endorsement

STEP 3:

Schedule Meeting With Association Decision Makers




STEP 4:

Win Endorsement

STEP 5:

Meet Your Sales Goals


NEXT STEPSchedule an appointment with me

Request the new Association Producer Kit, which includes:– Preferred Association Market Guide– Program Producer Guide – Prospecting Materials for reaching out to Association Directors

• Association Brochure• Flyers• Sample Announcement Letters

– Member Communication Spec Sheet


Thank you.

This is an exciting opportunity.

[Agent Name][Agency][Phone/Email]

ASSOCIATION Discount Program for DI & LTCI Page 1 8567-03-10 2010-02477 [Name] [Agency]...

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Transcript of ASSOCIATION Discount Program for DI & LTCI Page 1 8567-03-10 2010-02477 [Name] [Agency]...