Sales Idea – Prospecting in a Pandemic

The 2020 pandemic and recession have caused financial hardship for many people and businesses throughout the world. However, these conditions have also produced new markets for life insurance sales. If you specialize in auto and homeowners insurance or group benefits, you already have the inside track to these buyers. Take a couple minutes to learn about the fastest growing life insurance sales markets in 2020.

Sales Idea – What if healthcare was built into…

What if you could build healthcare benefits into your retirement plan?
When your clients need healthcare services in retirement for long term care, they will need to accelerate their spending. What if there was a way to access MORE than what was in their account? There’s only one way to do that! Take two minutes to learn more then contact me at Financial Brokerage to discuss how we can help you help your clients do the same. Be sure to subscribe to our channel so you don’t miss a single episode. Learn more  »

Sales Idea – Why Use Cash Value Plans For…

Why Use Cash Value Plans For Key Person Policies?
Businesses purchase life insurance on key employees to guard against the costs of replacing that person and the business production they represent should they pass away unexpectedly. These businesses typically purchase term life insurance policies to keep expenses low. Unfortunately those low expenses up front might cost them opportunities in the future.

There are several reasons your business owner clients should consider permanent cash value life insurance instead.

Most agents and advisors NEVER mention these situations to their clients. You can be the first to bring these business enhancing ideas to your clients.
 
Want to see this plan in action? Take a listen to this quick video, then contact me to do the same for your clients.
 

Have you heard of the 35-35-35 Retirement Plan?

Have you heard of the
35-35-35 Retirement Plan?
WHAT IS IT?
 
You probably know several retirement plans by their tax code number, the 401(k), 403(b), 412(i) and maybe even so-called 7702(t) plans. But what about the 35-35-35 plan?
 
Want to see this plan in action? Take a listen to this quick video, then contact me to do the same for your clients.
 

When Does $100,000 Equal $1,000,000?

When Does $100,000 Equal $1,000,000?
Did you know that if a 60 year old moves just $100,000 of assets to the right place today, it could save them $1,000,000 of medical expenses in retirement?
cover $1,000,000 of your client’s medical expenses for long term care in retirement
preserve $1,000,000 in assets under management