Opportunities Beyond Northwestern Mutual Quick Resource Links for Northwestern Mutual Financial Advisors. Expand your knowledge and serve additional clients well: Exam & Lab Free Life Insurance up to $5M News You can Use Intelligent Underwriting Strategies Put Al Granum’s One Card System on Steroids LinkedIn Business Development Strategies Initiate Giant Life Cases / Estate Tax […]
News You Can Use Insurance sales start with an idea, one that must be immediately relevant to a client. It helps if you can support your recommendation via authoritative third party sources. The Wall Street Journal is generally recognized as one of the most authoritative news portals when it comes to: Tax mitigation strategies Retirement […]
Happy Person image below: Exam & Lab-Free Life Insurance Life insurance buyers love the convenience of exam and lab-free applications. They also avoid unnecessary ratings and declines from surprise findings of elevated glucose, liver functions… Policies are issued in just a few days. Show your clients how they too can benefit from the latest developments […]
Conversation Starters – Tax & General Financial Planning Below are links to recent articles in the Wall Street Journal that discuss a financial planning problem. Share the links with appropriate clients. Show them how you can help them overcome the challenge. Listed in chronological order. This page gives you access to: Client-sharable links to the […]
Conversation Starters – Annuities Below are links to recent Wall Street Journal articles that highlight retirees fear of outliving their savings and related problems. They discuss how annuities with their lifetime income guarantees can often reduce, or eliminate, these fears. This page gives you access to: Client-sharable links to the WSJ original article Executive summary […]
Conversation Starters – Long Term Care Below you will find links to recent Wall Street Journal articles that address long term care related problems. They discuss how the tax-efficiencies of long-term care insurance can reduce or eliminate many of these challenges. As you review the articles listed below, jot down the names of clients for […]
Conversation Starters – Life Insurance To start a fresh conversation with a client about the strategic deployment of life insurance, please review the articles referenced below. They are listed in chronological order. Each provides you with access to: Client-sharable link to the original article Executive summary Sales idea The most powerful (effective) sales ideas are […]
The Problem: Narcotic Prescribed by “Buddy” Dentist Our Financial Advisor calls for help: “My primary company, a well-known mutual life insurer, declined my early 30s client who needs $10M life insurance to fund a buy-sell agreement between him and his business partners. Until recently, he used opioid pills – prescribed without documentation by a buddy […]
Exam and Lab-Free Life Insurance Life insurance buyers love the convenience of exam and lab-free applications. They also avoid unnecessary ratings and declines from: Elevated liver functions Elevated glucose Abnormal urinalysis T-wave abnormalities How many of your applications have derailed because of these findings? Starting with your next client, avoid the unnecessary introduction of potentially […]
Reduce or Eliminate Estate Taxes The estate and gift-tax exemption is about to get cut in half, exposing exponentially more wealthy Americans to the death tax. Deploy our super simple Federal Estate Tax Estimator to quickly educate your clients about this increasing tax! Be the first Advisor who brings this urgent topic to your clients’ […]
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