Are you looking for a way to start a conversation with your clients about life insurance? TFS & North American are excited to share with you a new sales tool to help you do just that. We have developed a series of professionally produced educational client approved videos that can help your clients begin to understand the myriad of ways in which life insurance can help them better achieve their financial goals. You can download a copy of these videos from YouTube or simply send your clients links to view them on YouTube.
Click on the hyperlinks below to take a look at any of the covered topics, and feel free to forward on to your clients for their benefit to!!!
Annuity Maximization – The objective is to provide a greater death benefit for heirs using annuity assets. Gain insight into how this strategy works and how you can help build your sales.
Business Planning – Your business clients have unique life insurance needs. Let us help simplify your sales process with our powerful sales strategies covering Buy-Sell, Executive Bonus, & Key Person Insurance.
College Funding – A premature death and the rising costs of college tuition can be hard on a family. Help your clients gain financial protection and help pay for college with a college planning strategy.
Estate Planning – Life insurance death benefit proceeds can provide the liquidity needed to pay off debt, replace income, supplement retirement income, create an equitable inheritance between heirs, and even provide protection for businesses.
Legacy Building – Use permanent life insurance to offer death benefit protection along with an efficient way to pass along assets to beneficiaries. Learn how to put this strategy to work for you.
Pension Maximization – Find your sales potential in this large market niche. From teachers to state and local government employees, discover your next sales opportunity today.
Policy Review – Life insurance left untouched may no longer be meeting your clients’ needs. Position yourself as an important resource and put a periodic policy review practice in place today. Take advantage of the TFS CPR program to help make this process even easier for yourself.
Retirement Planning – Help your client protect what’s important now while giving them a way to enjoy financial freedom later. Help boost your sales today with this key strategy.
Smart Money – Smart money is money your clients want to control and be able to access during times of need. While there are several places to store smart money, one option to consider is life insurance. Learn how to help your client make their smart money even smarter!
Contact Steven Hipsher at the TFS Home Office for help on your next case!
732-758-9300 x165 or firstname.lastname@example.org