3 Great Ideas To Boost Sales

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Looking for some ideas to increase sales? Take a look below. Or click on the image to the right.

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3 Great Ideas To Boost Sales Infographic

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  • Today, less people have an estate tax problem then 5+ years ago
  • People have an income tax problem today – that is their pain
  • There are large qualified plans ready to be taxed – and the owners of those plans do not need the income
  • Aging baby boomers – amount of qualified plans is growing
  • The key is avoiding the income tax to the heirs

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IDEA #1     IRA Max – Leverage IRA into Life Insurance

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  • Everyone wants to discuss LTC – personal stories
  • Planners looking to protect their AUM’s – LTC is the way to do it at low cost
  • Confusion in the market – A) standalone LTC B) Chronic Illness products
  • Rider cheaper than standalone LTC and not a use it or lose it like standalone
  • Women especially should consider this – LTC is more expensive for women than men. Life insurance is less expensive for women than men

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IDEA #2     Life with LTC Rider on Every Illustration

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  • Recession proof
  • Policy Owner Service is an overlooked concept – be different than other advisors
  • Better people’s situation – it creates trust and value

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IDEA #3     Review All Policies

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Example: What are you doing about clients that own a Genworth product considering Genworth’s recent downgrade?

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Featured image courtesy of Francesca Guadagnini on Flickr

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