6 Ways Financial Advisors Can Sell More Life Insurance

6 Ways Financial Advisors Can Sell More Life Insurance

The life insurance conversation is not an easy one to have. Here are 6 ways that have been successful for other financial advisors when talking with their clients about life insurance planning. #1 Policy Reviews. Review. Review. Review. #2 What role does life insurance currently play in your client’s overall financial plan? #3 Is the client … Read more

Ask Your Clients About Their Life Insurance

Ask Your Clients About Their Life Insurance

Many advisors don’t know where to start when it comes to talking about life insurance with their clients. And that’s okay. It is not an easy conversation to have. Go back to the basics to engage the client. ASK QUESTIONS! All you have to do is ask one of the following questions and suddenly the ball will … Read more

Buy/Sell Agreement – Is It Funded?

Buy/Sell Agreement – Is It Funded?

Advisor: “Mr. Client, do you have a buy/sell agreement?” Client: “Yes.” Advisor: “Excellent.” Wrong! What good is a buy/sell agreement if it isn’t funded? How do you know if it is funded if you don’t ask? How do you propose a company that is worth $5,000,000 with illiquid assets fund a 50% buyout of the company with … Read more

A Quick Guide to a 1035 Exchange

A Quick Guide to a 1035 Exchange

What if there was a way to increase the death benefit and reduce the premiums on an in-force life insurance policy?  How do you upgrade to a better life insurance policy without losing your investment? If you cash out your old policy, you may owe taxes on those funds, even if you take out a … Read more

7 Ways P&C Agencies Can Sell More Life Insurance

7 Ways P&C Agencies Can Sell More Life Insurance

ASK QUESTIONS   In this competitive insurance market, agents are seeking ways to differentiate themselves. Take a look at these ideas to help provide value to your clients and increase your sales. #1. ASK! Ask to review their current policies! #2. Who are your top commercial clients? If the owner or a key person died, how would that effect your … Read more

But What If…

But What If...

It often seems like everyone you meet wants something. They want to make a sale, they want you to do something, they want and want. But what if… They just want something good for you? Is that possible? We all want something. In the world of insurance, agents want to sell life insurance. You’re cautious, … Read more

Efficiency and Speed with Life Insurance

Efficiency and Speed with Life Insurance

There is a misconception that applying for term life insurance is complicated—or worse. Maybe you even have a bad taste in your mouth from a prior episode with another firm. Actually, with an efficient support team and the right systems, the application process can be seamless. At KazSource, we go out of our way to make it … Read more