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Advisor Resources

Web Tutorials

Quotes

You can easily run your own term life insurance quotes via the Brokers Clearing House website, bchlife.com. This convenient feature allows you 24/7 access to run quotes when you need them. Watch this short tutorial to find out exactly how to run your own quotes.

Case Status

Brokers Clearing House provides real-time case status for all pending cases via the Brokers Clearing House website, bchlife.com. You can view all requirements related to your pending cases in one easy-to-access location and communicate directly with your case manager regarding outstanding requirements. Watch this brief tutorial to learn how to check status of your cases today.

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Forms

Brokers Clearing House offers one central location where you can access forms for both pending cases and existing policies via bchlife.com. This user-friendly feature provides you with everything you need to write a new application with Brokers Clearing House. Watch this short tutorial to learn how to obtain forms with just a few clicks.

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Sales Concept

Do you currently have a client who:

Efficient Use of Required Minimum Distributions:

Show clients how to turn their required minimum distribution into an asset for their beneficiaries while reducing their own tax burden.

Estate Equalization:

Provide clients with a strategy to ensure a smooth transition of their family-owned business to the next generation while treating everyone fairly.

2

Efficient Transfer of Client’s CD:

Help clients maximize their return on CD-type assets while selecting options that meet their preferences for minimizing risk and optimizing flexibility.

3

Protect a Client’s Portfolio Against Long Term Care Risk:

Offer clients the ability to reposition assets to shift long term care risk while retaining control and eliminating the fear of ongoing premiums.

4

Efficiently Obtaining Long Term Care Insurance:

Learn how a simple rider can enhance the power of life insurance and protect your clients assets from long term care risk.

5

Maximizing Your Client’s Social Security Income:

Provide clients with a way to use Social Security benefits to maximize the legacy they leave for their heirs.

6

Transferring IRA Assets Efficiently:

Create an efficient wealth transfer tool by using a strategy that combines the benefits of a stretch IRA with the advantages of life insurance planning.

7

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    This is a solicitation for insurance and I understand by providing my phone number and information and clicking Submit, I am giving permission to contact me for the purpose of marketing insurance products and services. I also understand I may be contacted by a properly licensed insurance agent who can answer my questions and provide information about Medicare Supplement, ACA health insurance, long-term care, fixed annuity, life insurance or major medical insurance products and services. The licensed insurance agents who might contact me are not connected with or endorsed by any government agency or program. Submitting this form does NOT affect your current enrollment, nor will it enroll you in a Medicare Advantage Plan, Prescription Drug Plan, or other Medicare plan.