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 the Wall Street Journal to your advantage! Pair an authoritative WSJ article with a more detailed consumer-approved educational brochure to start an insurance friendly conversation. Access WSJ Articles here.
Product
Resource Link
What you’ll find…
Life
Financial Advisors have a temporary opportunity to generate massive life insurance sales by educating wealthy consumers about changes to the estate tax. Teach them what they must do – soon! – to avoid a voluntary tax of $400,000 per $1M of wealth they could have shifted out of their estate before the deadline. Application flow confirms this is a red hot opportunity – take advantage!
Life / DI
Capture the attention of business owners by offering professional services to answer their most important questions. What is their business worth? What can they do to make sure their legacy thrives when they are no longer able to lead? How do they monetize the value of their business to finance their retirement? Our team of affiliated attorneys and CPAs will help answer those questions and guide them toward outcomes that have been optimized for them and their company.
Life / DI
Educational brochures to introduce business owners to common business succession strategies. Comparisons of cross purchase, entity, and unilateral buy-sell arrangements.
