Trimester Sales Strategies: The Often-Forgotten Component: Business Owner Needs
This month’s sales idea on the Trimester Sales Strategies site is The Often-Forgotten Component: Business owner Needs. Connect with business owners about critical planning they may have been putting off due to the demands of running a business in today’s fast-paced world. Now is the time to help them understand why planning for the future of their business is critical for themselves, their family, their employees, and their financial legacy.
To hear about this idea, please listen to the webinar replay, Executive Bonus.
By attending the webinar:
- You will be exposed to a life insurance-based planning and potential new business opportunity that you may not be currently thinking about for clients.
- You will gain an understanding of the value of the planning opportunity while seeing our Advanced Planning Team’s extensive experience.
Use the Six Ways Life Insurance Can Help Protect You and Your Business flyer to spark a conversation with clients about the powerful role gifting can play in their financial plan.
Let’s talk:
- What have you done to ensure the continuation of your business after your death?
- Are you concerned about being in business with your partner’s spouse or family members if they were to pass away prematurely?
- How much of your retirement income is dependent on your business?
- Do you have key employees that can manage the business in your absence?
- Is there an employee whose departure for a competitor would devastate your business?