Unlock the power of Indexed Universal Life so you can transform your business.

Unlock the power of Indexed Universal Life so you can transform your business.
With Stonewood software and turn-key marketing programs, you get access to proven IUL sales stories and the tools to close business with them.

Seminars and meeting scripts for prospecting. Brochures and handouts for client meetings. Customized IUL proposals to close business. Our software and programs take you from “nice to meet you” to “nice doing business with you.”

Sales Idea – Ready To Increase Your Insurance Agency Profits

Ready To Increase Your Insurance Agency Profits?
If your office is like most insurance agencies, you are extremely busy. You sell life insurance if clients ask but you really don’t have time to pursue new sales. Maybe you don’t feel you possess the necessary expertise to do all these things. Does this sound like you?

By running your practice this way, you are missing out on revenue. Your book of business is exposed to other agencies who are engaging their clients in meaningful life insurance conversations. Fortunately, there is no reason YOU can’t run your agency the same way and realize those same profits from another product line.

How much money are you missing?

You can find out for yourself in just a few minutes. Watch the video then contact me at Financial Brokerage for the revenue calculator you can use today!

Sales Idea – BIG Estate Tax Problem for Foreign Nationals – Will your clients be affected?

Sales Idea
BIG Estate Tax Problem for Foreign Nationals – Will your clients be affected?
U.S. citizens and permanent residents enjoy an 11.4 million dollar estate tax exemption in 2019. For non-resident foreign nationals with real property or cash in the U.S. that exemption is only $60,000. Their heirs are going to inherit a huge tax bill when they pass away unless…

You help them obtain a life insurance policy to pay the estate taxes!

Sales Idea – Final Expense Alternative

Final Expense Alternative
What if you could offer clients seeking burial insurance more coverage for their money? Well, you can! Clients under age 70 have additional options for their final expense needs. Some companies offer Guaranteed Universal Life (GUL) with no exams for clients under age 70. The premiums are guaranteed to remain level and the coverage will last the client’s entire lifetime. Better yet, you clients may be able to realize a 23% savings compared to a traditional final expense whole life insurance policy.

Which Life/LTC Insurance Combo is the Best?

Which Life/LTC Insurance Combo is the Best?
How do you know when to use universal life insurance with a LTC rider or a true hybrid life/LTC product?

We usually associate hybrids with clients that can afford larger premiums since these products are usually available as short-pay or single pay plans. Likewise, we propose ULs with riders for clients with less cash flow. You might be surprised to learn that for most of your clients, the hybrids provide a better value even though the initial premium may be slightly higher. The lowest initial premium is not always the best option for every client.