- Sales Idea – Fill Retirement Gaps with IUL (8/26/2019)Fill Retirement Gaps with IULAre you aware of all the potential gaps in your clients’ retirement plans? Index universal life can help fill those in three different ways:
1- Your clients can tap into index universal life insurance funds during a down market cycle so they don’t have to sell at a loss.
2- Index universal life insurance funds can be used to bridge the gap between retirement and claiming social security.
3- Index universal life insurance funds can be used to optimize a client’s tax bracket throughout retirement.
- Life Insurance as Easy as 1-2-3 (8/12/2019)Life Insurance as Easy as 1,2,3Buying life insurance can be confusing for consumers. Determining how much life insurance is difficult enough, deciding which type of policy is even more confusing. Financial Brokerage has a life insurance allocation tool that helps simplify the conversation. Not only will this tool help determine how much life insurance your clients need, it will also determine the right mix and the right type of policies. That’s not even the best part! This tool will help your client’s determine what they want their life insurance to accomplish for them for their reasons…not ours. Simplify the conversation and putting their interests first will build trust to help you close more sales.
- The Greatest Threat to Retirement Savings (7/23/2019)
- Help Relieve your Clients’ Policy Loan Burden (7/8/2019)