Sales Concepts

Policy Review

Life insurance left untouched may no longer be meeting your clients' needs. Position yourself as an important resource and put a periodic policy review practice in place today.

Life Insurance as an Accumulation Vehicle

Using life insurance as an accumulation vehicle can be the best way to build cash. This tool will demonstrate how a life insurance policy compares to various financial alternatives such as IRA's, bonds, equity accounts, etc.

Maximization Strategies

Many of your clients may not need their current assets to provide for their retirement income needs. Their primary objective is to pass assets on to their heirs while at the same time providing a reserve for unforeseen circumstances.