Skip to content
  • Contracting
  • Quotes
  • New Business
    • Case Status
    • iGO-e-app
    • Drop Ticket
    • Medicare Supplement New Business Submission
    • Forms
    • Secure File Sharing Service
    • Underwriting
      • Accelerated Underwriting Guide
      • Nailba Field Underwriting Guide
      • Underwriting Requirements
      • XRAE
  • Incentives
    • 2022 Incentive Trips
      • Sandals Emerald Bay
      • Oak Lake Lodge
    • 2021 Trips
    • Carrier Trips
      • Columbus Life – 2022 Palm Beach St Thomas
    • Account Summary
    • Shared Success
    • Cash In on Your Success
    • Standings – See Where You Rank
    • Agent Referral Bonus
  • Social Media
  • Services
    • Advanced Life Case-Design Specialist
    • Blog
    • Branding
    • Email Marketing & Newsletters
    • Website Hosting
  • Login
Presented by Brian Leising

You can’t take it with you, but you can maximize what you leave behind

How many of your clients have “leave-on” money, funds they don’t need to live on but to pass on? What kind of advice have you been able to give them on this money? What commissions have you been able to generate in these situations? (Not much I’ll bet) How would your clients react if you could double or triple their legacy funds with no additional risk, immediately? What do consumers have now? Seniors that have their own financial affairs in order want to leave a legacy to their family. Many view the stock market as too risky and place their money in the bank, keeping it safe. Others like to avoid current taxation with funds in annuities and qualified accounts. What’s wrong with that? Money in the bank – earns next to nothing, and those meager earnings are taxable. Money in annuities – represents a tax time bomb; these funds will defer taxes to the next generation, likely during their peak income earning years and highest tax brackets. Money in qualified funds – like annuities but worse as RMD’s may be required and every dollar is taxable. What’s the solution? Wealth transfer life insurance can help your clients leverage their legacy funds, often providing two to three times their current value, immediately. A one-page application without a medical exam is all it takes to improve your clients’ situation and yours as well. Don’t leave money on the table. Help your clients with their “leave-on” money.
Using the Affordable Care Act to your Advantage
Voya – News You Can Use

Recent Posts

  • Increase to Face Amount Limit for PL Promise GUL as of September 21, 2020
  • Sales Idea – Prospecting in a Pandemic
  • COVID-19 Underwriting Opportunities
  • Sales Idea – What if healthcare was built into your retirement plan?
  • 20% More Coverage For The Same Price?

Archives

  • September 2020
  • August 2020
  • December 2019
  • November 2019
  • October 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012

Categories

  • Advertisement
  • Announcement
  • Annuities
  • Annuity
  • AUM
  • Brookstone Capital Management
  • Bulletins
  • DI
  • Disability
  • General
  • Incentive
  • Key Person Life Insurance
  • Life
  • Life Insurance
  • Long Term Care
  • Long Term Care and Disability Insurance
  • LTC
  • Medicare
  • Newsletter
  • Pension Planning
  • Product Change
  • Rate Change
  • RIA
  • Sales & Marketing
  • Sales Ideas
  • Technology
  • Training
  • Uncategorized
  • Webinar

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
Financial Brokerage logo
  • 402-697-9998
  • 800-397-9999
  • 17110 Marcy Street, Suite 100
  • Omaha, NE 68118
  • About Us
  • Privacy Policy
  • Blog
  • Change Password
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube
  • All rights reserved ©2020 Financial Brokerage, Inc.
  • For agent use only. Not for public distribution.
Theme by Colorlib Powered by WordPress