Hello fellow financial pros. I will keep this short because you need to get hold of your current clients and prospects as they are struggling with what to do next.
Let me start with income shortfall. Contrary to what some might think, the client is less concerned with the “size” of their nest egg and more concerned with what that nest egg will provide in retirement income. Plus, they want it guaranteed. We have that with the fixed index annuity with the income rider. Also, how about helping them breathe a sigh of relief when you show them that they can have a first year bonus to their accumulation account OR their income account? Give us a call and let’s put together a plan to help Americans.
Okay, there is another problem. If your client lost a big chunk of dough in this meltdown, get them an easy to apply for life insurance policy. That way, the people that are dependent on them can have the losses covered via the tax free death benefits of a life insurance policy. And, what if the life insurance application and issue process could be done in 10 minutes or so? What if an underwriting decision could be made in about one minute once underwiring info is imputed? And, you can send the policy, once you pick up the payment source.
Let me start with income shortfall. Contrary to what some might think, the client is less concerned with the “size” of their nest egg and more concerned with what that nest egg will provide in retirement income. Plus, they want it guaranteed. We have that with the fixed index annuity with the income rider. Also, how about helping them breathe a sigh of relief when you show them that they can have a first year bonus to their accumulation account OR their income account? Give us a call and let’s put together a plan to help Americans.
Okay, there is another problem. If your client lost a big chunk of dough in this meltdown, get them an easy to apply for life insurance policy. That way, the people that are dependent on them can have the losses covered via the tax free death benefits of a life insurance policy. And, what if the life insurance application and issue process could be done in 10 minutes or so? What if an underwriting decision could be made in about one minute once underwiring info is imputed? And, you can send the policy, once you pick up the payment source.
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 | Until next time… good selling! Raymond J. Ohlson, CLU, CRC, LACP President and CEO The Ohlson Group 1-877-844-0900 |
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