Sales Ideas Blog

  • Sales Idea – COVID-19 Underwriting Opportunities (8/10/2020)
    The COVID-19 global pandemic has changed life insurance underwriting. This is not necessarily a bad thing. The lack of available or willing paramedical examinations has actually made the underwriting process much easier for the majority of applicants. Conversely, the tightening of underwriting guidelines for another segment of the population has created new challenges. It has also created a tremendous sense of urgency for those clients. Both underwriting changes should make life insurance sales faster and easier for everyone involved.

    Prev 1 of 1 Next
    Prev 1 of 1 Next

  • Four Ways To Pay The SECURE Act Tax (5/22/2020)

    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.
    Prev 1 of 1 Next
    Prev 1 of 1 Next

  • 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.

    Prev 1 of 1 Next
    Prev 1 of 1 Next
  • Sales Idea – How To Triple Your Life Insurance Commission – A Case Study (4/22/2020)

    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.

    Prev 1 of 1 Next
    Prev 1 of 1 Next

Join the Club!
Get access to get the latest sales ideas, tools, and information to help grow your business.

Join the Club

Sales Ideas