Sales Ideas Blog

  • Four Ways To Pay The SECURE Act Tax (5/22/2020)
    Four Ways To Pay The SECURE Act Tax
    The new SECURE Act just changed the rules governing after-death distributions of tax qualified money, including IRAs and 401(k)’s. The new law accelerates the time in which taxes must be paid on this money.
    Have your clients planned for this new 10 year distribution rule?
    Have you planned for the loss of stretch IRA business?
    We’ve uncovered four ways life insurance can mitigate the tax impact to your clients and minimize taxes to the IRS.
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  • Sales Idea 90 – Is There An IUL Strategy Over Age 70? (5/4/2020)
    Is There An IUL Strategy Over Age 70?
    Here’s an IUL strategy for your clients over age 70 that can quadruple their legacy – and as a bonus, they don’t have to go through underwriting to make it happen.

    Clients over 70 are generally not good prospects for IUL sales, but their money is. That’s ok. With this strategy, someone else gets to be the insured.

    For this strategy to make sense, you need to have a client with IRA or 401(k) money that they do not plan to exhaust in their lifetime. Through proper planning you can help them quadruple the legacy they leave behind.

    I’ve got a pdf that walks you through the numbers. If you’re interested in this, just request your copy in the link below.
    https://financial-brokerage.com/multi-generational-legacy-planning/

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  • Sales Idea – How To Triple Your Life Insurance Commission – A Case Study (4/22/2020)
    How To Triple Your
    Life Insurance Commission
    A Case Study
     
    Here is a life insurance case study that will help your clients by giving them more options in the future by: doubling their premiums, for half the number of years, which also happens to triple your commissions. How does this work and how is it good for your clients? Take three minutes to learn how this concept recently helped a real client.
     
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  • Sales Idea – What if healthcare was built into your retirement plan? (12/9/2019)
    What if healthcare was built into your retirement plan?
     
    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.

     
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