Voucher Card Program
By offering Insurance Continuing Education (CE) Voucher Cards that are customized with your firm’s look and feel, wholesalers are able to build relationships with financial advisors and increase sales.
True Story
Shortly after his company had teamed with Quest CE to administer their CE program, a wholesaler was asked by the manager of a branch in his territory if he could offer a CE session. He responded that he could and scheduled a meeting, his first in the branch.
After completing a one-hour session, the branch manager thanked him and mentioned that he was still 21 hours short of fulfilling his state CE requirement. Like so many advisors, the branch manager had procrastinated and was now in a bind.
“No problem,” replied the wholesaler and handed the branch manager three voucher cards, each good for one online course. “This ought to do it.”
It did and less than two weeks later, the wholesaler got a $1,000,000 annuity sale from the branch manager himself! The company the wholesaler works for now strongly recommends that the entire sales team hand a voucher card to everyone with whom they meet.
Need More Information?
To find out more about how a CE Voucher Card program can help your firm increase sales, contact Mike Kufahl at mkufahl@questce.com or 877.593.3366.