Oct 25

5 Reasons to Consider FIUL for Your Client's Retirement Needs

In today’s current market for retirement savings products, most clients are concerned about making the right choice. Fixed indexed universal life insurance (FIUL), when structured, can be an effective way to both provide the death benefit for your client's family but also offer tax-efficient savings components. 

If the need is securing insurance coverage with...

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Sep 26

How to Talk to Your Clients about using Life Insurance as a Tool for College Savings

September is National Life Insurance Awareness Month and National College Savings Month — can they coexist? 
 
With back-to-school in full swing, National College Savings Month is a perfect time for you to reconnect with your clients and discuss how they are saving for their child's education. Equally important, National Life Insurance Awareness Month is a...
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Sep 06

A Different Perspective on Long-Term Care

Collateral damage inflicted by a spouse or parent needing Long-Term Care (LTC) can be catastrophic to family and loved ones. Unfortunately, this important topic often gets brushed over or left out of the conversation regularly by financial professionals.

Most financial professionals will take the time to discuss the cost risks associated with not having a plan for...

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May 17

Here Are 5 Common Life Insurance Objections and How to Overcome Them

Recently on LinkedIn, a successful agent I know answered a newer agent's question on how to grow her business. I was impressed with his response to the inquiry:

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Apr 26

How to Manage Your Clients' Expectations Throughout the Application Process

You have sat down with your client and gathered enough information to determine what insurance company and product fits their needs. They have agreed upon all of this and they've signed an application.

You have done great up to this point. Even though the sale is not yet complete, it’s out of your hands, right?

Well, not exactly.

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