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