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Life Insurance Sales Strategies

— Taxes | Business Succession | Retirement and more . . .

Tax Advantages of Life Insurance

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Key Person Life Insurance

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Retirement Buy-Sell Life Insurance

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IRA-Funded Life Insurance

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Life Insurance in an Executive Bonus Plan

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Annuity-Funded Life Insurance

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Dynasty Trust Funded with Life Insurance

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Spousal Lifetime Access Trust Funded with Life Insurance

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Leveraged Credit Shelter Trust Funded with Life Insurance

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Split-Funded Defined Benefit Plans

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We do a Lot of Listening

We listen and get to know your business

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Business Succession

Do you have a Succession Plan for your Business?

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Term Life Insurance

We sell Term Life Insurance, Internet Pricing with Local Personal Service

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Give you Family the Option to Pay Off the House

Give your family the option to pay off the house

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Have you Reviewed your Life Insurance Lately?

Have you reviewed your Life Insurance lately?

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FROM LEARNING TO EARNING

TRAINING VIDEOS

Welcome to our monthly webinar series presenting Sales Strategies and ideas to drive new client acquisition and renewed consideration for existing clients.

LIFE SALES

Join us on a journey through several strategies and sales ideas to consider when evaluating needs and wants and presenting Life Insurance options to your clients.

LTC PLANNING

Most Americans plan carefully for their retirement, but overlook the greatest financial risk as we age. The possible need for an extended nursing home stay or for continual care at home.

 

DISABILITY SALES

You'll find these tools to be indispensible to a comprehensive needs determination and fact finding for the Disability Insurance evaluation and sales process.