Business Continuity

COVID-19 Response & Resources

Social Distancing, Checklists, and EasyLife

EasyLife Social Distancing

In the last few weeks, COVID-19 has caused a massive change to our country’s way of life. Not only have the financial markets been in constant flux, but everyday routines are turned on their heads.

As America gets used to this new (hopefully short-term) norm, it’s easy to get distracted and caught up in the daily news. As a born-and-raised Floridian, we’re used to this type of deafening distraction. Every year, hurricane season brings the threat of mother nature and we’re glued to our favorite news source to see the most recent storm path. It’s a constant distraction for a few days, but as the cone of uncertainty moves and the storm passes, we get back to normal. Although this uncertainty will last longer and affect more people, there are similarities.

Supporting Customers through the Storm

When a hurricane bears down on us, we rely heavily on our readiness and our trusted insurance advisors to make sure our belongings are insured. Likewise, as COVID-19 hits, we as trusted advisors have the honor of providing some comfort to our customers. We can’t get face to face with clients due to social distancing guidelines or lockdowns of non-essential business and travel. However, we can still support our customers by providing crucial products to them, products that offer something that is in short supply right now: peace of mind.

As an advisor, you’ve probably heard the following when discussing life insurance: “We’re too busy,” “We have too much going on right now to think about that,” or “Sorry, I’ve got a packed travel schedule—let’s look at this next year.” As more individuals’ calendars have suddenly opened up, those excuses aren’t as valid. Your clients are now captive in their homes, with plenty of time to check things off their to-do lists. Not only that, as they’re stuck at home, they’re considering how COVID-19 may affect them and their families, which can be an unsettling thought.

EasyLife Complies with Social Distancing

You can help give your clients some needed security and comfort through life insurance and longevity planning products. With Highland Capital Brokerage’s EasyLife platform, you can provide customers the ability to purchase a wide range of insurance products without requiring signatures on paper applications.

EasyLife allows you to transact all of the following products without you or your customer ever leaving the house: term, universal life (UL), indexed UL (IUL), variable universal life (VUL), whole life, and linked-benefit products. Many of these products offer a streamlined underwriting process that will reduce or remove the underwriting requirements needed to issue the case—some just take a phone call with the carrier.

In this unusual time, provide your customers peace of mind while still following the social distancing norms. Highland is here to help you any way we can. We’ve assembled important resources and information on conducting business in the current environment, including how EasyLife can help keep your business moving forward.

If you have questions, please feel free to call us at (855) HCB-4YOU or (855) 422-4968. We look forward to hearing from you.

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