universal life

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 […]