Sales Ideas Blog

  • 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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  • 20% More Coverage For The Same Price? (12/2/2019)

    20% More Coverage For The Same Price?
    What if there was a way to increase your clients’ permanent life insurance coverage by 20%, without increasing their premiums?
    When a client needs permanent coverage, we typically illustrate a Guaranteed Universal Life (GUL) with no cash value. For the same premiums, a client could purchase:
    20% more coverage with a Protection Focused IUL;
    projected to last their entire lifetime;
    with cash values they can access if needed;
    and potential to increase the death benefit!
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  • Sales Idea – Why Use Cash Value Plans For Key Person Policies? (11/25/2019)
    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? (11/15/2019)
    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.
     

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