Category: Sales Concepts
Using Annuity Assets to Purchase Life Insurance
Annuity maximization is a leveraging technique in which annuity assets are used to purchase life...
Read MoreFund your retirement through contributions to your Life Insurance
AIG’s Joe Ross discusses an alternative retirement accumulation and distribution strategy...
Read MoreLife Insurance Retirement Planning (LIRP)
Life Insurance you don’t have to die to use… Use this document as a cheat sheet on how to tell the story with clients. Once printed, the document should be folded up like a napkin so that this image is on top. Use...
Read MoreLife Insurance Review: Develop a Client Review Practice
Not only does life change, but life insurance products change over time. That’s why...
Read More