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Many business owners have not experienced going through a formal planning ahead process just like most advisers. In the absence of knowing what to expect, often, clients seek control. If you present yourself as a true professional and demonstrate your competence and trust, the client will become engaged in the process. We will explore the 3 essentials to a professionally run meeting and the 3 step process of creating a buying atmosphere. Change your results buy changing your behaviors. |
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A combination of a strong guaranteed death benefit like a traditional GUL product WITH the potential of meaningful cash accumulation in a protection-focused IUL can be a great option for many clients. In this presentation we will cover:
- GUL solution – Strengths and opportunities
- GUL / IUL solution – How we can use to take advantage of the opportunities 1 policy presents
- A Case Study
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Ever had the need for both income and guarantees on a life insurance policy?:
- 2 Policies are Better than 1
- Find out how a Max Accumulator/GUL III blend offers both income and guarantees
- Find out how this concept offers more liquidity and flexibility
Please join Francisco Umana for a discussion on how to get both income and guarantees out of a life insurance policy
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You may have wondered which IUL is the best fit for your client, the Value + Protector IUL or the Max Accumulator + IUL. Please join us as we compare both IUL products in order to help you best plan for your client’s needs. We will discuss:
- The ideal client for reach IUL product
- The client needs associated with each product
- Optimal case design for each product
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Parents and students who plan ahead typically have better results than those who wing it. The consequences for not planning ahead sometimes are quite significant. We will discuss popular ways and perhaps a new way to pay for college, along with the implications of each. While one such strategy may be better suited for one situation, the key take-away is that the majority of a successful experience will be due to the extended amount of time allowed to plan. This presentation is approved for use with clients. |
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