TRUSTED ADVISOR OCTOBER 2020 | Farm Bureau Coverage

THE TRUSTED ADVISOR

RFC Agent Spotlight: Jolene Zollinger

Jolene and Sarah are celebrating Jolene's (and Tyler's) first joint RFC case, closing on $4,500 in LPC
and earning Jolene her $1,000 quarterly bonus. Plus, year-end tips from Chuck McDaniel.

October 26, 2020

The Trusted Advisor October 2020 copy.jp

Sarah Phillips is a Regional Financial Consultant (RFC) with Farm Bureau Financial Services and a member of the Farm Bureau Mutual Insurance Company of Idaho sales team. Jolene Zollinger is an agent in the Challis office.

By Sarah Phillips, RFC

underwriting_guidelines_for_life_insuran

Sept 2020 Conversion agent instructions-

Please join me in recognizing Jolene (and Tyler) Zollinger and to congratulate them on their first joint RFC case and the subsequent closed business for the Challis office. Jolene and I met with her clients early September (utilizing ZOOM) and were able to submit applications to address their needs that day. With the quick processing and approvals by underwriting, we closed $4500 LPC on her very first RFC opportunity. What a phenomenal outcome and I am especially excited to see her receive that $1,000 quarterly bonus!

Following our meeting in September, Jolene was so pleased with the process she went on to upgrade their office technology to offer an enhanced ZOOM experience for her clients. We are already collaborating to make the most of joint appointments and production opportunities throughout the fourth quarter through Zoom and RFC days!

Jolene, I am so happy for your success so far and look forward to helping you continue making a positive impact on your community! It is such a great feeling to solve the critical needs of your clients while adding value and expertise to your growing business.

Thank you for being a great collaborator and congratulations on your case!

ENDING 2020 ON A POSITIVE NOTE

2020 isn't over yet! There's still time to plan the rest of your year and crush your goals! Chuck McDaniel offers the following words of advice for finishing strong in 2020:

"As 2020 unfolded, many agents had to adapt how they approached their business, and this enabled them to overcome many difficult obstacles. As they have done this their success continues to rise. Please don’t let the rest of the year go by without taking advantages of the tools you have at your disposal. Double Term Conversion is there for the taking; Sarah, your RFC, is eager to help. Do what’s right for your clients and yourself… start the conversations about Life Insurance and Investments. The year is not done… let’s keep pushing and you will succeed!"

Contact your RFC for help hitting your LPC production goals for year end! Please contact Sarah at: 208-484-8259 (cell), or sarah.phillips@fbfs.com.

To view a PDF of Sarah's tentative RFC roadmap through December 5, please click here. Sarah's roadmap is also shown below.

As we wind down the year, here are a few things to highlight and remember:

The Life Underwriting guide has changed. All cases utilize the LITE app process.
- With these changes, underwriting requirements (shown below) may be waived at the underwriters discretion for face amounts up to $500K for some applicants.
- Click here to view a PDF of the underwriting guidelines.

Farm Bureau Mutual Insurance Company of Idaho last quarterly bonus ends 12/31/2020. Don’t leave bonus $$$ on the table.
- $1000 at 3000 LPC, up to $3000 bonus for 9000 LPC.
Shamrock Sprint (the flyer is included below) offers you an alternative route to All-American. Run hard to secure your place in Ireland!
- $52,000 LPC and 12 life and annuity cases from July 1-Dec 31st.
- Click here to view a PDF of the Shamrock Sprint flyer.

Double Term Conversion Lists are live and fully completed applications must be received by Home Office by November 30st (no exceptions).
- Please review the agent instructions (shown below) for details as a few rules/conversion credits have changed. Click here to view a PDF of the conversion instructions.