If not Pacific Life can help! In many instances, rolling over your clients retirement plan assets to an IRA can help them better achieve their retirement goals. Before making this decision, it’s important to review key aspects of your client’s financial situation and carefully evaluate the pros and cons that a rollover might offer. This… Read More
Case Consulting Archives - Creative Edge
Have you completed your IRA Rollover Checklist?
Related terms: Annuities, Case Consulting, Sales Strategies, Uncategorized
Selling GULs or NLGs? Try this one on for size.
If you haven’t taken a look at Lifetime Foundation ELITE, you probably should. I’m running several illustrations for this product and it’s highly appealing to clients. Here’s why it’s worth taking a look at … the new product aims at death benefit products by offering a simple design, competitive premiums and market-leading guarantee durations. The… Read More
Related terms: Case Consulting, Life, Product News, Product Training & Knowledge, Products & Carriers, Sales Strategies
Advisor grows practice by 229%. See how.
How one advisor went from the daily grind to focusing on relationships with his clients Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost one of its key personnel, but that didn’t stop Matt from having a record year…. Read More
Related terms: Agency Building, Annuities, Case Consulting, Case Studies, Customer Relationship Management, Practice Management, Product Training & Knowledge, Sales Strategies, Technology / Software, Training
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 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
Reasons to Sell John Hancock’s New Critical Illness Benefit Rider
A Critical Part of Your Clients’ Planning Make John Hancock’s new Critical Illness Benefit rider a key part of your clients’ planning. Take a look at the reasons: Provides a lump-sum payment that’s separate from the death benefit. Secures a predetermined benefit amount. Offers all-in-one underwriting. Creates a winning combination of comprehensive coverage with the Long-Term Care… Read More
Related terms: Carrier Announcements / Updates, Case Consulting, Financial Planning, Industry News, Life, Planning Tools, Product News, Savvy Strategies
Women Face Different Retirement Income Planning Challenges
Have you noticed certain challenges that affect women when it comes to retirement income planning and savings? It’s important to know about these challenges, and create a strategy to combat them, so they may live a comfortable retirement. A startling insight: 70 percent of women leave their advisor after the death of or divorce from… Read More
Related terms: Case Consulting, Customer Relationship Management, Lead Generation, Market Niches, Marketing, Practice Management, Savvy Strategies, Uncategorized, Women's Market
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
Stay on Top of Your Game with CreativeOne’s Income Series
Short on time, but crave the latest to stay on top of your game? You’re invited to view our library of powerful webinars where you’ll learn about the latest industry topics at a time that fits your busy schedule! What better way to maximize your time? Take a listen and learn! Income Series 101: Accessing… Read More
Related terms: Agency Building, Annuities, Case Consulting, Practice Management, Sales Notes, Sales Strategies, Savvy Strategies, Training, Uncategorized
Knock, Knock … It’s Opportunity at Your Door
At a time when the current-rate environment is forcing carriers to reduce rates, a unique opportunity has presented itself for producers in Alaska, Connecticut, Delaware, Minnesota, Nevada, Oregon, Pennsylvania, Utah and Washington. What’s the opportunity … the rates on Nine Year New Heights Strategy A got better! How much better? You can now provide your clients 20 percent… Read More
Related terms: Annuities, Carrier Announcements / Updates, Case Consulting, Industry News, Product News, Product Updates, Products & Carriers, Sales Strategies, Savvy Strategies, Uncategorized