This time of year, your clients are probably on a spring cleaning kick. They’re in the mood to refresh their homes, their cars, their workspaces...but what about their finances? That’s where you can step in and help them spruce up their current financial obligations.
An illustration can only get you so far. Sometimes, prospects can get lost in the numbers and need a better way to visualize the added value that Permanent Life products can provide. That’s where the 50 Ways to Need Your Coverage presentation can help re-engage your clients.
Permanent life insurance, annuities, long term care, and social security can all seem complicated and overwhelming to new prospects shopping for coverage. That’s why we provide consumer presentations that help to simplify these concepts and allow your prospects to enter into a purchasing decision with confidence.
Not too long ago, one of our producers shared a powerful, true story to his Facebook page. It made a huge impact with his audience; he ended up having multiple contacts call him asking to discuss life insurance. He was kind enough to share the story with us to use for marketing pieces that you can share with your clients.
Does your client have a properly drafted buy-sell agreement to provide for the future of their business? A Buy-Sell Agreement can keep clients' dreams alive by providing for the transfer of the ownership of their business to the successor they've selected.
Provide meaningful solutions and help business owners retain key talent.
One way to meet employees’ needs, while keeping them tied to the owner's business, is through an Executive Bonus Arrangement funded by life insurance.