Podcast: Would Your Clients Say They Have a Purpose For Their Wealth?
Listen as Randy and Alan discuss Alan’s insurance practice, in which Alan helps families design legacy plans that are values-based and meaningful to them. This discussion includes details of how Alan works with clients and families to uncover the purpose they envision for their wealth into the future. These conversations go far beyond the multi-generational family legacy plan to bring families to a new place, together, as they plan. Listen at advancedsalesinsider.com or listen/subscribe in iTunes or Spotify.
Shocking Results May Occur
Work alongside your clients to complete the new “Personal Plan Workbook.” The results may be shocking enough to spur them into insurance changes. AIG even has helpful tips to enhance your discussion! Create a personal plan.
Insurance Planning for Women
Women represent a multifaceted segment of the financial planning marketplace yet they are often under insured or uninsured. With tomorrow’s celebration of International Women’s Day, there is no better time to consider this powerful segment of the market. View tips that can help you uncover new opportunities. Log on to JHSalesHub to access social media tips and prospecting materials.
The Cost of Waiting to Buy LTCi
Your clients have busy lives. Between family and work obligations, they have a lot going on. So even if they understand the value of long-term care insurance, purchasing a policy often isn’t a top priority. But they may not be aware there’s a cost associated with waiting. Learn more.
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