Uncovering Income Opportunities from Prudential
This month’s sales idea on the Trimester Sales Strategies site is Uncovering Income Opportunities. Guide clients in unlocking the power of cash value life insurance and help them understand how it provides death benefit protection and offers the potential to accumulate cash value. This cash value can increase the death benefit and be accessed to help supplement retirement income, and cover expenses such as college tuition and health care costs. Now is the time to show clients the many ways they can leverage cash value life insurance to their advantage.
To hear about this idea, please listen to the webinar replay, Unlocking Potential: Leveraging Cash Values Through Life’s Stages.
By reviewing the webinar:
- You will be exposed to life insurance–based planning and potential new business opportunities 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 industry knowledge.
Following the training, I will set up an appointment with you to bring your Book-of-Business and LEADS distilled down to those clients who may fit the planning strategy, and we will discuss those opportunities as well as next steps to setting a joint meeting to pursue those opportunities
Let’s identify clients who:
- Need death benefit protection and are looking for opportunities for additional retirement income and are concerned with the high costs of college/education.
- Want flexibility in their financial products to adapt to changing needs in different stages of life.
- Want the ability to access death benefit in case the insured becomes chronically ill.
Use this flyer to educate clients on how they can access the cash value for a variety of needs and whether it’s right for them.
Let’s talk:
- Are you looking for ways to generate additional retirement income?
- Are you looking for tax advantaged ways to help fund your child’s education?
- How important is it for your life insurance to adapt to different stages of life?
- Would you want the ability to access the death benefit if you become chronically ill?
Let’s connect to get this conversation started!