Whether it’s computers, phones, cars, you name it; as technology becomes more and more advanced one of the challenges developers and companies have is; how to make products more user friendly. We have the same issues in the financial world, especially with the multitude of planning systems and software available to the agent today. While the bells and whistles are initially exciting to us in the business, at the end of the day we need to be able to communicate ideas to clients simply and effectively.
This is why the Lifetime Income Process (LIP) is the system agents and clients love. LIP is just easier. LIP’s interface is easy for the agent to use and easy for the client to understand. Whether you are an advisor that does comprehensive planning or a life agent that focuses on life insurance and annuities, LIP will work for you. Also, LIP is FINRA- Reviewed and can be used by registered reps. But software is not just for the agent, ultimately it has to effectively reach the client.
LIP is easily understood by different types of clients. Some clients you work with are more visual and conceptual in the way they learn. Other clients are more analytical and like all of the numbers and minute details. Quite often, when working with couples, you have both in the same meeting. LIP works effectively with both types of personalities. In addition LIP helps you demonstrate solutions to these clients and makes selling all of the products easier without sounds like a sales person.
LIP also makes prospecting easier. How would you like to ditch the elevator speech and be able to prospect by asking one question? And the reason you can ask the question is because you can simply, clearly and definitively answer it. (Aren’t you curious what the question is?) LIP is more than just software; it is a sales philosophy using Non-Convincing Language and ongoing training through LIP University, monthly coaching calls and live Boot Camps. To find out more about how The Lifetime Income Process can provide an easier client process, make selling easier and make prospecting and getting referrals easier, visit www.agents.creativeone.com/lip.