Sales Strategies Archives - Page 3 of 5 - Creative Edge

A new survey released by Bankrate.com and conducted by Princeton Survey Research Associates International documented 4 in 10 Americans with children under age 18 don’t have life insurance leaving families vulnerable in the event of an unexpected death. Many of those surveyed that do have insurance admit to being vastly underinsured. Life insurance has been… Read More

Signature Guaranteed Universal Life is a death benefit product that provides for a family’s needs after the death of the insured, allows the insured to customize the length of the guaranteed death benefit, and provides the ability to cash-out the policy at later specified dates if needs change. This product also includes three Accelerated Benefit… Read More

I know your time is valuable and when you’re working, you want to be focused on clients. But in order to drive sales, you need to think bigger and seek out new opportunities. That’s why we’ve created Power 10. They’re quick (literally 10 minutes!), hard-hitting, informative concepts focusing on strategies streamlined for the time-restrained advisor… Read More

You’re meeting with an affluent client or prospect that is 10 years or less away from retirement. He’s in good shape financially, but he’s also in great shape physically, and wants to maintain his lifestyle for a lengthy retirement. However, he’s already maxed out his tax-advantaged retirement options and doesn’t want any more exposure to… Read More

If you’re not delivering 8.5 out of 10 applications, this Power 10 is for you. Join Creative’s Senior Vice President who’s closed multi-million-dollar client policies over and over again. Learn a natural delivery method to leverage the carrier offer, and overcome fear to deliver an emended offer to position you for a second sale.  … Read More

A streamlined approach for underwriting and placement. It’s time to move faster with Principal Accelerated Underwriting One of the biggest challenges in life insurance is the lengthy underwriting process. Anytime you can streamline that process and get the insured a policy quickly is a win — that’s where Accelerated Underwriting comes in. Accelerated Underwriting from the… Read More

We hate to be sold and it’s rampant. Think about when you go to a car lot and the salesman comes up to you and asks if he can help you. What do you say? “I’m just looking.” Because you don’t want to be bothered. Same if you’re shopping for jeans and your wife is… Read More

Smart Money. Having flexible money available when you need it is important. Permanent life insurance is often overlooked as a solution to grow assets and provide clients access to death benefits for living needs. The versatility of permanent solutions can provide: 1. Death benefit protection - which is generally income tax-free proceeds could help a family continue,… Read More

Potential clients often lurk in plain sight. You don’t need to cold call, host a seminar or ask for referrals to find them. You already know them; you just need to look beyond your current relationship and think about that individual’s potential life insurance needs. Think about someone you know fairly well who isn’t a current… Read More

BLUEPRINT TO FREEDOM PART IV: IMPLEMENTATION You’ve taken the finals steps to freedom, and now it’s time to capitalize on your pre-planning efforts. By identifying those clients who make up your target market, you’ve begun building your awareness and branding yourself as “the expert” – two steps that are essential to growth. It’s at this point… Read More