5 Questions to Boost Your 2018 Life Insurance Sales
We’ve heard the same words every year. They go something like this: Make more calls, talk to more prospects, prepare better proposals, and work harder than ever. While every advisor can benefit from such advice, it may not be enough. Even though advisors may know how to sell life products, they can be more successful if they ask themselves five questions. Read more.
Tax Reform: What it Means for You and Your Clients
The Tax Cuts and Jobs Act was signed into law by President Trump on December 22nd, 2017. What does it mean to you and how may it impact your clients’ planning? The Tax Reform e-Notice covers the major provisions of the Act and the planning implications for your clients.
Overcoming Sales Barriers and Getting Back to the Basics
As an industry, we need to change the perception that life insurance is too difficult, too expensive, and not important. Educate clients on the value of life insurance by getting back to basics, and showing them how it can help guard against “the four perils,” or risks that can impact a family’s financial well-being.
Divorce and Other Disruptors
Aimee Johnson, advanced markets manager for Allianz Life Insurance Company of North America (Allianz), did an interview with Life & Health Advisor on late-in-life planning scenarios and the impact that divorce might have on existing, and often mature, retirement income accounts.
Listen Now: Tax Cuts and Jobs Act of 2017
Global Atlantic is excited to announce a SPECIAL PREVIEW of our upcoming podcast series, Advanced Sales Insider. Our own Randy Zipse, JD, AEP (Distinguished)® will discuss the Tax Cuts and Jobs Act of 2017 with recognized planning expert, Linas Sudzius, JD, CLU, ChFC. Linas is President of Advanced Underwriting Consultants (AUC), a company that provides advanced sales services to its customers. Learn more.
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