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 planning
- Life insurance deployment
- Long-term care financing
- Estate & gift tax reduction
The pages linked below give you access to recent WSJ articles that are favorable to the deployment of our industry’s tax-favored products. You can easily share them with your clients, even if they are not current subscribers. Once they have read the article, you can set appointments to discuss how the recommended strategy benefits them.
To request additional sales tools, supporting illustrations, or presentations, please contact your CPS Advantage Marketing Representative or send us an email to schedule a call back. Let’s put our heads together and deploy our industry’s top resources to make it easy for you to grow your business!
