Advisor Mentorship Podcast

Advisor Mentorship Podcast


How To Leverage Life Insurance with Jeremy Bickler, CLU® (Ep. 56)

February 06, 2024

New innovations are making life insurance more accessible! 


Join us for this episode of The Advisor Mentorship Podcast’, where InsurMark Vice President Jeremy Houser welcomes back Jeremy Bickler from NIW, part of the Simplicity Family. Together they dive into challenges and celebrate successes, particularly spotlighting NIW’s innovative Kaizen life insurance plan.


Key Highlights:


  • Discover how federal rate hikes and AG 49 regulations are transforming the insurance industry
  • Learn about the triumph of the Kaizen plan, which excels despite challenges, thanks to technological advancements and extended partnerships
  • Find out about the innovative monthly payment feature for life insurance, designed to assist budget-conscious clients and perfectly suited for executive bonuses
  • Explore the digital revolution in insurance, highlighting the move towards online, paperless client enrollment processes
  • Understand how services are customized for diverse clientele, from medium-sized businesses to large corporations, especially in executive bonus scenarios
  • And much more!

 


Resources: 


Connect With Jeremy Bickler:


Book Time with Jeremy Houser: 


Connect with Jeremy Houser:


 


About Our Guest:


Jeremy Bickler is VP of Sales for the Central Region at NIW. He brings over 20 years of industry experience, working across multiple areas of the business. While life insurance is his passion and focus, he has marketed and sold annuities, asset-based LTC, and disability. Jeremy has worked as an external wholesaler for multiple top-rated insurance carriers and is the former owner of an IMO where he presided over the life insurance division. In his current role at NIW, he assists IMOs in implementing Kai-Zen® and other premium finance strategies into their business. He also trains IMO sales staff and individual agents on using leveraged IUL for estate planning and supplemental income solutions. 


loaded