The Great Wealth Transfer and Your Practice

The Great Wealth Transfer and Your Practice

  Over the next few decades, about $30 trillion of wealth will be transferred from baby boomers to their beneficiaries, presenting advisors the chance to establish relationships with the next generation of clients looking for help managing their inheritances....
Determining The Ideal IUL Prospect

Determining The Ideal IUL Prospect

  I’m often asked the question, “Who is the ideal candidate for indexed universal life and why?” The world is full of opinions about letting investments be investments and that insurance should be strictly insurance and how IUL blurs these lines. However,...
How to Identify Your Target Prospects

How to Identify Your Target Prospects

  Identifying your target prospects can be “as much an art as it is a science.” Prospecting expert Jeb Blount, author of “Fanatical Prospecting,” explains how you can get both right. Do you have an exact picture of who your target prospects are? If you answered...
Selling a Key Person Life Insurance Policy

Selling a Key Person Life Insurance Policy

  Key person life insurance offers business owners a flexible option to help ensure continuity of operations should a key person die or leave for another opportunity.   Step 1: Determine the need Can your business survive the loss of one of these owners or...

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