Have you checked out the new Index Crediting Strategies on Symetra’s Accumulator IUL? Flexibility is a key component in any type of planning, and insurance planning is no exception. That fact alone makes the addition of new index crediting options to an already compelling IUL from Symetra a good thing. When these additions, including an index… Read More
Sales Strategies Archives - Creative Edge
New Index Crediting Strategies on Symetra’s Accumulator IUL
Related terms: Carrier Announcements / Updates, Financial Planning, Industry News, Life, Planning Tools, Product News, Sales Notes, Sales Strategies, Savvy Strategies, Uncategorized
AIG: Faster Coverage on IUL and VUL Policies? OH YEAH!
With AIG, beginning April 16, 2018, Max Accumulator + and AG Platinum Choice VUL 2 can be processed with non-medical underwriting1… Non-med underwriting details >> Meaning, a purchase process that is simpler for your client, faster for us to support, and easier for you to complete! No labs, APS’s, Para-meds, or physical exams. Easy processing… Read More
Related terms: Carrier Announcements / Updates, Case Consulting, Industry News, Life, Planning Tools, Product News, Product Training & Knowledge, Products & Carriers, Sales Strategies, Uncategorized
The Power of IUL
The Best IUL Product Becomes ELITE In the indexed universal life space, we are the experts. Does your indexed universal life (IUL) carrier: Trace its origins to the beginning of the IUL marketplace? Employ people with firsthand knowledge and experience gained by developing and marketing products that have led the IUL industry? Use product designs… Read More
Related terms: Carrier Announcements / Updates, Life, Planning Tools, Product News, Product Training & Knowledge, Products & Carriers, Sales Strategies, Savvy Strategies, Uncategorized
The Conversation before the Conversation: RSVP Today
Hear from Eleanor Johnson, CPA, CLU, CGMA & National VP of Institutional Sales at John Hancock about how to create a common dialogue that motivates clients to incorporate life insurance into their planning, while at the same time revealing assets and future sales opportunities. Welcome to: The Conversation before the Conversation. Tuesday, March 20 8:30 a.m…. Read More
Related terms: Case Consulting, Case Studies, Financial Planning, Life, Planning Tools, Practice Management, Sales Strategies, Savvy Strategies, Uncategorized
Global Atlantic Underwriting Advantage: High Net Worth Foreign Nationals
If you did not have the opportunity to join Global Atlantic’s webinar last week reviewing their Foreign National Underwriting Program, you are in luck. Here is a link so you can listen to a recording of the webinar at your leisure. Bill Crane – VP of Advanced Markets, highlights the important details of our Foreign National Underwriting Program… Read More
Related terms: Financial Planning, Life, Planning Tools, Products & Carriers, Sales Strategies, Underwriting
Life Insurance Can Change Lives—Ask Sarah W.
Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More
Related terms: Case Studies, Financial Planning, Industry News, Life, Marketing, Online Marketing, Planning Tools, Practice Management, Sales Notes, Sales Strategies, Uncategorized, Video Marketing
IUL Sales Tool – Tax-Smart Retirement
I was in your shoes. I’m a former NWM advisor who sold life insurance. Here’s a strategy I created and have shared with many advisors. This strategy has helped dozens of practices take their minuscule life insurance revenue and turn it into six-digit figures. Here’s why. If you’re not talking about the importance of tax… Read More
Related terms: Life, Marketing, Planning Tools, Practice Management, Sales Strategies, Word From The Wise
Danica Patrick Reminds You September is Life Insurance Awareness Month!
Are your clients taking unnecessary risks? September is here, which means Life Insurance Awareness Month (LIAM) is upon us—the perfect opportunity to remind your clients about the importance of having proper insurance coverage for whatever stage of life they’re in. Take America professional stock car racing driver, model and advertising spokeswoman, Danica Patrick’s, story for… Read More
Nine Unique Event Ideas to Grow Sales
Are you looking for innovative ways to generate sales through your existing relationships and build loyalty in select social circles? Hosting well-thought-out and well-planned events can be a great way to gather individuals interested in your services to network with like minds in a comfortable, enjoyable environment. Create memorable occasions that provide opportunities to cultivate… Read More
Related terms: Agency Building, Annuities, Life, Marketing, Referrals, Sales Strategies, Sales Strategies
The Blitz: Don’t Get Declined, Use a Proper Design
The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions. Upcoming Webinars Client profile:… Read More
Related terms: Accumulation Strategies, Agency Building, Case Consulting, Case Studies, Life, Planning Tools, Planning Tools, Practice Management, Product News, Products & Carriers, Quick Start Success, Sales Strategies, Savvy Strategies, Uncategorized, Wealth Management