Category Archives: Sales Ideas

Grow your business 15 minutes at a time

Did you know you could be adding 15 minutes to the end of your current client appointments and grow your business? You might notice that the math adds up to significantly more than our estimate. We want to be conservative … Continue reading

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Non-qualified deferred compensation plans

Tune in to hear from special guest Brian Ellerman from Principal about non-qualified deferred compensation plans. Bringing you a new out of the box idea from the BREW.  

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The Builder Plus

North American’s newest product, The Builder Plus, has officially arrived. We’ve already seen the illustrations and even placed a few cases prior to being able to schedule this special feature on the BREW. This could be a great opportunity for … Continue reading

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Secure Lifetime GUL

    Do you have clients that might like a GUL with an ROP feature? Would a chronic illness rider bring added value to life insurance for your customers? Check out the latest edition of the BREW to learn about … Continue reading

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Use an FIA to solve the retirement healthcare cost problem

We all know healthcare costs keep going up. Additionally in retirement the costs of Medicare part B are inescapable. What can you do to help your clients plan ahead for these costs? Watch and learn about a unique product from … Continue reading

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Power of 3

  Do your clients like to save time? Would you appreciate seeing an application get completed within 2 weeks of submission? Does an accumulation-focused life insurance policy have potential benefits for your practice? Would automated income in retirement years from … Continue reading

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Diffusing the tax bomb

Do you have clients with qualified annuities that they expect to pass on rather than spend? Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you  want … Continue reading

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Business Valuation Tools

Jason Jafferis of Prudential special guest hosted the BREW to show us the simple business valuation tool available for free to our producers. If you have business clients starting with an accurate assessment of value can help guide your planning … Continue reading

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MTL’s offerings on the Weekly Brew

  Special guest Kip Walker joins the Brew to discuss MTL’s Horizon Guarantee. Looking for a product with a guarantee behind it? Watch the BREW rerun to see if MTL has the right product for your clients.

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Often Overlooked Veterans Benefits

  Do you have client’s who are veterans? Have you personally served in the armed forces? Would free education credits be a benefit for you or your clients? Watch the recording of the BREW included here to learn about some … Continue reading

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