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 […]
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 […]
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’ […]
Business Development Resources Quick Links to Business Development Resources The following links give you access to resources you can deploy to grow your business. Deepen your client relationships by adding services. Which of your clients would take advantage of one of these strategies, if they knew about it? Expand your knowledge, add services, educate your […]
The business consultants at EY have analyzed the effectiveness of several retirement funding strategies. Their study concludes that a well-diversified mix of investments, life insurance, and annuities optimize retirement income. Let’s take a look at what they found. Retirement Income Shortfall EY estimates that by 2030 there will be a $200+ trillion retirement income shortfall. […]
One way to grow your business is to add new clients. This initiative requires you to find ideal prospects, and to convert them into clients. Once they have become clients, you can then expand the scope of your relationship by introducing additional services. Let’s identify several modern methods you can deploy to accomplish both. They […]
LinkedIn Business Development Strategies LinkedIn makes it super easy to identify, connect with, and cultivate ideal future clients, whether they are dentists, lawyers, or construction company owners. There are likely thousands of ideal active LinkedIn members in the states in which you are licensed. But how do you find them? And once you find them, how […]
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