Life Insurance

Why Permanent Life Insurance?

With one policy you cover part of your client’s pre-retirement death benefit need; you protect against their health care expense need throughout retirement, and they also accumulate cash value in reserve to hedge against other unexpected financial risks in retirement.
Annuities

Strategic Design Annuity X

Learn more about the Strategic Design Annuity X. Its unmatched combination of liquidity and income potential allows financial professionals and clients to design an income plan as dynamic as their lives.
Sales Ideas

Sales Idea Episode 63 – Quick Issue Success Story

Do you avoid selling life insurance because you think the process takes too long? Learn about Mike, an accomplished insurance agent who has run a successful auto and homeowners agency for over 20 years. He helped his client receive more life insurance than he applied for, with no paramedical exam in just 12 days! No paperwork is needed for this process. Interested in learning how you can do the same thing for your clients?
Life Insurance

Finally!…An IUL Presentation Clients Can Understand

Accelerate your LIRP sales by using the Ensight visualization software. We’ll show you how to turn confusing ledger lines into a full color, interactive display you can share with your clients. This case study makes it easy for clients to visualize their money at work in a tax free, no market risk environment over their lifetime.