Sales Strategies Archives - Creative Edge

AIG: Faster Coverage on IUL and VUL Policies? OH YEAH!

March 19 2018

by Creative Life Sales Team

With AIG, beginning April 16, 2018, Max Accumulator + and AG Platinum Choice VUL 2 can be processed with non-medical underwriting1… Non-med underwriting details >> Meaning, a purchase process that is simpler for your client, faster for us to support, and easier for you to complete! No labs, APS’s, Para-meds, or physical exams. Easy processing… Read More

The Power of IUL

March 13 2018

by Creative Life Sales Team

The Best IUL Product Becomes ELITE In the indexed universal life space, we are the experts. Does your indexed universal life (IUL) carrier: Trace its origins to the beginning of the IUL marketplace? Employ people with firsthand knowledge and experience gained by developing and marketing products that have led the IUL industry? Use product designs… Read More

The Conversation before the Conversation: RSVP Today

Hear from Eleanor Johnson, CPA, CLU, CGMA & National VP of Institutional Sales at John Hancock about how to create a common dialogue that motivates clients to incorporate life insurance into their planning, while at the same time revealing assets and future sales opportunities. Welcome to: The Conversation before the Conversation. Tuesday, March 20 8:30 a.m…. Read More

Global Atlantic Underwriting Advantage: High Net Worth Foreign Nationals

February 21 2018

by CreativeOne -

If you did not have the opportunity to join Global Atlantic’s webinar last week reviewing their Foreign National Underwriting Program, you are in luck. Here is a link so you can listen to a recording of the webinar at your leisure. Bill Crane – VP of Advanced Markets, highlights the important details of our Foreign National Underwriting Program… Read More

Life Insurance Can Change Lives—Ask Sarah W.

Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More

IUL Sales Tool – Tax-Smart Retirement

I was in your shoes. I’m a former NWM advisor who sold life insurance. Here’s a strategy I created and have shared with many advisors. This strategy has helped dozens of practices take their minuscule life insurance revenue and turn it into six-digit figures. Here’s why. If you’re not talking about the importance of tax… Read More

Danica Patrick Reminds You September is Life Insurance Awareness Month!

Are your clients taking unnecessary risks? September is here, which means Life Insurance Awareness Month (LIAM) is upon us—the perfect opportunity to remind your clients about the importance of having proper insurance coverage for whatever stage of life they’re in. Take America professional stock car racing driver, model and advertising spokeswoman, Danica Patrick’s, story for… Read More

Nine Unique Event Ideas to Grow Sales

Are you looking for innovative ways to generate sales through your existing relationships and build loyalty in select social circles? Hosting well-thought-out and well-planned events can be a great way to gather individuals interested in your services to network with like minds in a comfortable, enjoyable environment. Create memorable occasions that provide opportunities to cultivate… Read More

The Blitz: Don’t Get Declined, Use a Proper Design

The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions.   Upcoming Webinars Client profile:… Read More

Strong Strategies for Estates and Wealth Transfer

Join the discussion as The Lafayette Life Insurance Company takes a look at estate strategies, wealth-transfer techniques, and the ways in which life insurance may play a role. Estate Strategies 101 July 21 at 11:30 a.m. CDT Presented by Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Register >> All of a client’s assets in… Read More