William Penn Life, 2016 (51. évfolyam, 1-12. szám)
2016-07-01 / 7. szám
Moneywise • ChFC (Chartered Financial Consultant) • LUTCF (Life Underwriters Training Council Fellow) • CSA (Certified Senior Advisor) • FEPS (Final Expense Planning Specialist, the newest designation). Agents that hold one or more of these professional designations must adhere to strict ethical standards and submit to additional continuing education to maintain their professional designation. Here are a few ways in which our professional agents can provide service to our members: • Needs Assessment. Your WPA agent can work with you to evaluate your needs for insurance, estate, business and retirement planning. This process usually involves the gathering of information and assessing your current position and specific goals. As circumstances change, additional assessments and adjustments to your plan may be necessary. • Education. Your agent can explain the various options available to you and help you compare products and services from not only WPA but other carriers as well. • Planning. Your agent can recommend plans that fulfill your needs and stay within your budget. • Follow Up and Execution. Your agent will work with you to execute your plan so your coverage is placed in force and at the lowest available cost. • Change Management. Your agent will meet with you periodically to review your plans and make certain you are on track to reach your desired goals. • Claim Service. Your agent will be available to assist you or your family by providing exemplary service at the time when it's needed most. As you can see, there are many advantages to working with a professional agent. To continue to serve our membership at the highest possible level, our agents and brokers will continue to reinvent and redefine the value they provide by staying up-to-date on the latest changes in the marketplace. Here at William Perm Association, we are committed to providing our agents and brokers with ongoing training on our products, processes, services, and member benefits to enable them to provide you, our valued members, with the highest level of professional service. Are you among the 80 percent who aren't currently working with a professional agent? Call your WPA agent today, or the Home Office and we'll have a professional agent assigned to you. Happy Independence Day! □ WPA is looking for good agents who want to grow with us William Penn Association is looking to grow and expand its reach in current and possibly new markets. To do this, we are seeking to add highly motivated agents to our list of existing agents. WPA currently writes insurance and annuity products in 20 states. The states include: CA, CT, DC, FL, IL, IN, KY, MD, MA, Ml, MO, NC, NE, NJ, NY, OH, PA, VA, WV and Wl. To grow, we need both full-time and part-time agents. Good agents are the lifeblood of any association, and WPA is a strong and growing association that has much to offer our members and the agents who write for us. If you are interested in an opportunity to grow with us, then contact Bob Bisceglia at I -800-848- 7366, ext. 134. Thank you. Illustration © Can Stock Photo Ine./benjaminet WILLIAM PENN LIFE 0 July 2016 0 9
