Sales Concept Playbook

Presented by Gary Peterson

Agents are always asking the question, “How can I get my clients and prospects interested in buying Life insurance?”  At Financial Brokerage, we have partnered with many carriers to offer sales ideas and concepts for you to use.  Here is an example from North American’s “Sales Concept Playbook”.

Legacy Building: Help Maximize Assets Passed to Beneficiaries

Leverage is a term that most people have heard but few take advantage of. Life insurance provides an opportunity to use leverage to pass on greater assets to your heirs.  Think of it as buying dollars for pennies. If you have funds available to pass onto your heirs, each of those pennies can buy dollars and, therefore, leave behind a greater financial legacy.  The leverage of life insurance makes this possible.”

Questions to ask:

 Do you have funds that in your mind are already set aside for passing on to your heirs at your death?”

 Are you sure you won’t need these funds in your lifetime?”

 Would you like to explore how, using those funds, you could multiply the amount of financial legacy you leave for your loved ones?”

 Give us a call at 800-397-9999 and let’s work together to increase your Life Insurance sales.

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