Fitz: How To Use The ERS | The Alliance

Описание: Alex and Heather Fitzgerald have been with The Alliance since it opened back in 2002. The couple live in Dallas, Texas with their two sons and daughter. Fitzgerald, or "Fitz" as he goes by, put together this presentation to explain how the Emergency Response System (ERS) works with clients. The ERS is our way of making sure a death claim is paid immediately to a client's beneficiary upon the death of the client. Currently, there is $1 billion dollars worth of unclaimed life insurance money in the United States. Most of this is because beneficiaries don't know they were named as a beneficiary on a life insurance policy.

The ERS is a free service provided by The Alliance for our clients. It is a way to show that we care about our clients and their families. When the client dies, the ERS will call you, the agent, to help get the money to the beneficiary. Fitz is going to walk you through how the ERS works, so that you understand how to use it. Most people are able to list out 10 names for their ERS list. It can be family or a neighbor.

Watch and learn from Fitz as he walks you through the most effective way for you to implement the ERS with a client.

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