Estate Equalization Solutions

Feb 21, 2019

Many business owners are unaware of how useful life insurance can be in addressing some very important issues. The S.T.O.P. selling system is all about asking the right questions, discovering the problems that need to be solved, and presenting the possible advantages life insurance can offer. This way, you can Solve The Owner’s Problems!

Does your client's estate plan include distribution of their business? Issues can arise when a business owner has multiple heirs but not all of them are involved in the business. How can the business owner leave the business to one heir, while also leaving valuable bequests to the others? One solution is Estate Equalization through life insurance.

- Enables business to be passed one whole to one heir without denying other heirs equal legacy

- Allow heirs whose careers are connected to the business to keep the business

- Can protect the business and its assets from liquidation

Register for our LIVE training series to find out how you can incorporate the S.T.O.P. selling system in your practice.

  • February 7, 10AM CST: Key Person Solutions -  VIEW RECORDING

  • February 14, 10AM CST: Buy-Sell Cross-Purchase and Entity Purchase - VIEW RECORDING

  • February 21, 10AM CST: Retirement and Income Replacement - VIEW RECORDING

  • February 28, 10AM CST: Estate Equalization and Charitable Giving

For more information on how you can provide meaningful solutions, please call your Agent Relationship Manager at 480.296.0169

stop header.png




Category: Sales

Category List


Tag List

PBR (1)
Social Media (8)
Life Insurance Trends (21)
selling (1)
Fixed Annuities (9)
Looking Forward, Giving Back (1)
premium deposit account (1)
Product Updates (1)
Featured MAC App (2)
Interest Rates (1)
products (5)
networking (1)
Financial Legacy (6)
PIA (2)
term life (10)
guarantee (1)
Retirement Strategy (4)
training (9)
Webinar (4)
digital tools (1)
PPC (2)
Sales (25)
business owners (4)
CSO (1)
permanent life insurance (4)
Legacy Planning (1)
Social Optimization (3)
Marketing (14)
life 101 (2)
Annuity (3)
living benefits (8)
underwriting (1)
tools (2)
Life Insurance Brokers (6)
resources (2)
sales presentations (2)
indexed universal life (2)
agent resources (1)
Breast Cancer Research (1)
Health Care (2)
DOL (2)
life concepts (1)
Production (1)
end of year (1)
Tips (4)
BlackRock (1)
Beneficiary (2)
Charitable Giving (3)
Life Insurance Awareness Month (6)
estate planning (2)
Executive Bonus Arrangement (1)
final expense (1)
analysis (1)
Breast Cancer Awareness Month (5)
business (1)
Retirement ACE (1)
business owner solutions (1)
Life Insurance Update Show (9)
buy sell agreement (1)
Premium Finance (5)
Alternative Investments (2)
Facebook (2)
Fixed Indexed Annuities (2)
Legacy (1)
Additional Earning (1)
Sales Concepts (18)
Market (1)
key person (1)
myAdvisorCloud (4)
Life Quotes (4)
funeral (1)
Leaderboard (1)
illness (1)
Hybrid Products (1)
Quotes (1)
private pension funding (1)
Prospecting (6)
Immediate Fixed Annuities (1)
online resources (1)
Brokers (2)
Cash Value (1)
Financial (4)
Millennials (6)
Required Minimum Distribution (1)
Universal Life Insurance (4)
Insurance (21)
Indexed Annuity (3)
virtual sales (3)
consumer marketing (8)
sales kit (2)
Clients (2)
industry trends (1)
Healthy Living (1)
RMD (1)
Economy (1)
Charity (2)
gul (4)
Retirement Investment (3)
Protection (2)
Advice (1)
advanced markets (1)
Generation Y (1)
Life Insurance (96)
life insurance quotes (1)
earning opportunities (1)
Tax Benefits (2)
Roth (1)
Death Benefit (2)
Mobile App (1)
FIA (1)
MAC (4)
case studies (3)
Financial Planning (20)
Alternatives (5)
Baby Boomers (1)
quoting (1)
Best Rates (1)
Market Exposure (1)
E-App (1)
IRA (1)
injury (1)
rates (1)
Gender Gap (1)
Annuity Concepts (13)
guaranteed universal life (1)
non-med (3)
Life Insurance Broker (15)
Income Planning Academy (1)
Variable Annuities (1)
Asset-Based LTC (1)
leads (6)
Content Building (2)
hiring (6)
presentations (3)
Donation (1)
Pitch (1)
advanced planning (2)
review (2)
Life Insurance Check Up (7)
social security (2)
Video On-Demand (2)
Retirement (13)
LifeBrain (1)
business planning (6)
Media (2)
savings (1)
Inflation (1)
Quoting Tools (1)
Long-Term Care Awareness Month (1)
Investments (2)
term (6)
life insurance awareness (1)
IUL (15)
Gift (1)
Retirement Planning (24)
Index Universal Life (1)
business solutions (4)
Life Insurance Evaluation (8)
Annuities (36)
Brand Values (1)
life happens (1)
Training Event (1)
march madness (1)
Brokers Alliance (8)
Compliance (1)
Long Term Care (5)
Income (1)
Benefits (1)
MAC App Feature (1)
MYGA (10)
trends (1)
Deferred Fixed Annuities (2)
Star Wars (1)
Illustrations (1)
Annuity Update Show (11)
2019 (1)
Brokers Alliance Open (1)
Waste Management Open (1)

Tag Cloud

Index Universal LifeFinancial LegacyAdditional Earningmarch madnessQuotesprivate pension fundingProspectingnetworkingresourcesStar WarsMillennialsRMDquotingSalescase studieskey personBenefitsContent BuildingDeath BenefitLife Insurance TrendsBrokers Allianceagent resourcesBlackRocktoolsIncome Planning AcademyRetirement InvestmentFacebookProduct UpdatesTraining Eventvirtual salesIUL2019Health CareTax BenefitsfuneralAnnuityMACAnnuitiespremium deposit accountunderwritingLife Insurance Check UpMarket Exposureindustry trendsbusiness ownersCSOproductsreviewMarketingIndexed AnnuityLifeBrainBrokers Alliance OpenWebinarInflationadvanced planningDOLIncomeLife Insurance Update ShowBreast Cancer Researchanalysispermanent life insuranceadvanced marketsBaby BoomersFixed Indexed AnnuitiesLife Insurance BrokerFIAProductionMobile AppPitchEconomyInsuranceLong Term CareLong-Term Care Awareness MonthLooking Forward, Giving BacktrendsBrokersCash ValuePIAtermBrand ValuesRetirement PlanningMarketAnnuity Update ShowFinancial PlanningSocial MediaMAC App FeatureillnesshiringFinanciallife conceptsLife Insurance BrokersLife Insurance Awareness MonthCharityFixed AnnuitiesAnnuity ConceptsBeneficiaryTipsestate planningLife Insurance Evaluationearning opportunitiesAlternative InvestmentsUniversal Life InsuranceguaranteeRequired Minimum DistributionRetirementDeferred Fixed Annuitiesnon-medIllustrationsBest Ratessales presentationsbusiness solutionsguaranteed universal lifePBRImmediate Fixed AnnuitiesmyAdvisorCloudVariable AnnuitiesHybrid ProductsLeaderboardfinal expenseE-AppAdviceconsumer marketingratesterm lifeProtectionbusiness planningClientssocial securityBreast Cancer Awareness Monthlife insurance awarenesssellingQuoting ToolsGender GapgulSocial OptimizationInterest Rateslife insurance quotesWaste Management OpenLegacyonline resourcesindexed universal lifepresentationsRothCharitable GivingLife QuotesDonationsavingsPPCGeneration YComplianceIRAbusinesssales kitLife InsuranceVideo On-DemandSales Conceptsend of yearbusiness owner solutionslife happensGiftlife 101injuryRetirement StrategyleadsLegacy PlanningExecutive Bonus ArrangementInvestmentsAsset-Based LTCAlternativesPremium FinanceMediaMYGAliving benefitsHealthy LivingFeatured MAC Appdigital toolsRetirement ACEtrainingbuy sell agreement


Archive