universal life

12 Trillion Dollar Opportunity

This article is also available as a print-friendly PDF handout. Click here! By Terri Getman, JD*, CLU, ChFC, RICP, AEP (Distinguished) Situation: According to LIMRA’s 2016 “Trends in Life Insurance Ownership” study, 30 percent of U.S. households are uninsured. This is equal to the record low set in 2010. This bleak finding is especially disturbing […]

The 12 Million Dollar Illustration

How much in new assets under management would you need to bring in to generate $100,000? We break it down for you and show the benefit of incorporating life insurance into your practice. Click here for the full-color, print-friendly PDF.

Keys to Building Better Relationships

History matters, and each of your clients has been uniquely shaped by the eras in which they’ve matured. A Baby Boomer will not respond to the same sales tactics as a Millennial, and vice versa. A one-size-fits-all approach to life insurance sales will ultimately fit no one. So this week, we bring you the strategies for selling […]

Risks of the Trade

Hey, guess what!? This article is also available as a print-friendly PDF handout. Click here! By Terri Getman, JD*, CLU, ChFC, RICP, AEP (Distinguished) The Facts: This story starts many years ago at a charitable ball where an advisor met a wealthy business owner. Over time, the advisory relationship with the business owner grew. A […]

Considerations of a Policy Review

Hey, guess what!? This article is also available as a print-friendly PDF handout. Click here! By Terri Getman, JD*, CLU, ChFC, RICP, AEP (Distinguished) Situation: Many client’s life insurance policy portfolios are a mess. According to LIMRA, more than 60% of U.S. life insurance policy owners don’t know what they have or why they purchased […]