Stefan Bruckel
Posts by Stefan Bruckel:
Taylor Swift Lessons for Financial Advisors
Taylor Swift’s Business Tactics Adapted for Financial Advisors
Avocation Exclusion Riders
Avocation Exclusion Riders Insurers often charge extra premiums for individuals who engage in private aviation or risky hobbies they call “avocations.” Some applicants believe this is silly. Nothing is going to happen to them! They may not be willing to pay the extra premium required. Instead, they want to self-insure for the possibility something happens […]
Consumer Education Estate Planning and Wealth Transfer
Consumer Education: Estate Planning and Wealth Transfer This page gives you access to consumer-approved brochures you can use to educate high net-worth clients. For an initial approach, if often makes sense to use authoritative third party content from our News You can Use pages to introduce an idea. Once you have captured their attention, you […]
Consumer Education
Consumer Education Insurance sales start with an idea, one that quickly captures the attention of consumers. This page links you to resources you can share with prospects and clients. They make it easy for you to initiate insurance-focused conversations. Consumer Approved Conversation Starters Beyond the resources linked below, you can also leverage the credibility of […]
Executive Life Insurance Underwriting Strategies
Executive Life Insurance Underwriting Strategies Executive life insurance underwriting programs now enable some healthy applicants to obtain north of $150M coverage without insurance physicals. Clients love the convenience! Advisors also benefit by avoiding underwriting complications from elevated blood pressure, abnormal labs, or new t-wave abnormalities. When you work on jumbo cases, let’s try to de-risk […]
Estate and Wealth Transfer Planning Resources
Estate & Wealth Transfer Planning The estate and gift-tax exemption is about to get cut in half, exposing exponentially more wealthy Americans to the death tax. They can minimize or eliminate the tax, if they act before the deadline. Help clients avoid a voluntary tax of $400,000 per $1M of wealth! Talk to clients with […]
Advanced Life Insurance Marketing Resources
Advanced Markets Resources Advanced Life Marketing Concepts Nationwide’s Advanced Life Marketing Concepts guide gives you a clear overview of each concept, tax considerations, and implementation step bullets, along with an easy to understand graphic that shows how it all fits together. As you think about your business owners and other wealthy executives, who among them […]