prepare - Financial Brokerage Inc.

Are you looking for a “Silver Bullet”? Is there a magic formula to finding prospects? The simple answer is No.

However, we can prepare and be successful. It requires persistence and perseverance as we work every day in our market place. It requires the knowledge that we gain, not only through our continuing education, but from helping clients find solutions to their life situations. We need to be actively involved with annual reviews.

By consistently holding systematic meetings with our current clients, we can grow our business for the new year. We need patience in allowing our recommendations to be nurtured and put into action by our clients.

Throw off the negativity that surrounds you and boldly embrace the positive results of your plans and goals!

Life Insurance

Back to the Future

Presented by Gary Peterson Following is a concept that can generate life sales into the future. When you sell a term plan to your clients, prepare them for the next sale by discussing their needs for permanent insurance. One of our carriers offers Return of Premium on their Universal Life product in addition to a Chronic Illness rider. Another carrier has the option to make the change from a Universal Life to an Index Universal Life. The approach would be:

Sell the term
Prepare clients for conversion to a Universal Life in a few years
In 20 years, get refund of premium or exercise the Chronic Illness rider for Living Benefits (if desired)

Change the Universal Life to an Index Universal Life to build potential supplemental retirement funds

Call me at 800-397-9999 for more details on these potential solutions for your clients. Remember, don’t just sell for today!