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  • Plan Your Clients’ Road to Retirement and Beyond

    Plan Your Clients’ Road to Retirement and Beyond

  • Finally- An IUL that will Guarantee you can get all of your premiums back

    Finally- An IUL that will Guarantee you can get all of your premiums back

  • Sales Tool: Offer Effective Business Protection

    Sales Tool: Offer Effective Business Protection

  • Show me the Mailbox Money

    Show me the Mailbox Money

  • SALES IDEA: Focus on IUL with AIG

    SALES IDEA: Focus on IUL with AIG

Plan Your Clients’ Road to Retirement and Beyond

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Plan Your Clients’ Road to Retirement and Beyond

Kalee Harryman 0 Comment September 5, 2017

Learn how to use the “Life To The Max” interactive sales tool in your client meetings. It simplifies complex conversations into layman’s terms with easy-to-understand charts. See how you can click on various scenarios to see creative solutions to common retirement challenges. On demand training

Finally- An IUL that will Guarantee you can get all of your premiums back

Carrier Updates/ Life Insurance

Finally- An IUL that will Guarantee you can get all of your premiums back

Kalee Harryman 0 Comment August 9, 2017

Overcome client objections with the Guaranteed Refund Option (GRO) rider which is included with all qualifying Income Advantage IUL  policies at no additional cost. The GRO rider provides seven 60-day windows in which policyowners can surrender their policy and receive their paid premiums back. Learn More  

Sales Tool: Offer Effective Business Protection

Business Planning/ Life Insurance/ Marketing

Sales Tool: Offer Effective Business Protection

Kalee Harryman 0 Comment August 9, 2017

Many business owners need life insurance to protect against the loss of a key person and fund their business succession strategies. With careful attention to structure, you may be able to use one policy to cover both needs at the same time. For businesses that need to maintain a large amount of liquid assets to […]

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