Blogs for the 'Life Insurance Lead Generation' Category

Factors to Consider When Spending 529 Plan Funds

February 5th, 2018


For many parents (and grandparents) of future college-bound students, a 529 plan has been a key part of their overall college savings strategy. But, even though these financial vehicles can provide some tax-advantaged methods of saving for future education costs, they can also come with a long list of stipulations to abide by. And in many cases, this plethora of rules can make it much more difficult to know what is, and what isn’t, allowable in order for the plan to keep its tax favored status.

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Does Life Insurance Fail as a College Savings Vehicle?

January 22nd, 2018


In the overall realm of financial services, you would be hard pressed to find anyone who truly revels at the thought of talking about life insurance. One reason for this is because most people don’t want to dwell on what it would be like when they are gone.

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Life Insurance Versus the 529 College Savings Plan

January 15th, 2018


Which Will Provide the Best Outcome?

For many people, having a college degree can help to provide them with better job opportunities, which can also mean more choices. Unfortunately, getting that degree can come with a hefty price tag.

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A Safer Alternative for College Planning

December 1st, 2017


For years, most people have been led to believe that the money placed inside of qualified plans – such as those that are used for retirement and college savings – should be invested in volatile financial vehicles like stocks and growth mutual funds. One of the primary reasons for this is because these types of investments can oftentimes better meet or beat inflation due to their POTENTIAL for a higher return.

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Using Life Insurance to Save for College?

November 10th, 2017


The Policy Used Can Make a Difference

With the cost of a college education raising rapidly, parents and other loved ones who want to help out with a child’s future college expenses are seeking options. One of those possibilities is using life insurance.

But, while this financial vehicle can provide numerous college savings-related advantages, not all life insurance plans are created equal. So, it is important to ensure that clients who opt to use life insurance for college education costs are going with the proper option for their needs.

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Why Life Insurance Can Provide the Ideal College Planning Tool

April 21st, 2017


In today’s world, as the competition for jobs has become much more fierce, a college degree is imperative to have in order to even just get in the door at some companies. Yet, although this requirement may be essential, it can also be extremely costly.

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Tax-Free Strategies to Save for College Even If the Unexpected Occurs

April 18th, 2017


When most parents and grandparents think about setting aside funds to save for a child’s future college education, they will oftentimes automatically consider using a 529 college savings plan. But this isn’t necessarily the best way to go about ensuring that there will be a certain sum of money available for college expenses.

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The Amazing Secret To Getting A Flood Of Hot, Qualified Prospects To Call You

June 10th, 2016


I am going to teach you one of the best concepts that you could ever use for marketing universal life insurance, selling universal life insurance or generate clients for any financial services business.

The concept is called Host/Parasite. It’s also called Host/Beneficiary, endorsements, joint ventures, cross promotions, and many other interesting names.

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10 Sure-Fire Steps To Making A Six Or Seven-Figure Income In Your Business…

May 26th, 2016


Here’s one of Brian Kay’s top rated article on selling insurance ideas and selling insurance strategies…

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How to Write a Great Insurance Prospecting Letter

May 29th, 2014

How to Write Great Insurance Prospecting Letters

What’s the difference between good insurance prospecting letters and a great ones?

When people read a good prospecting letter, they’ll place it in a stack of paperwork they intend to take care of later. When they read a great life insurance prospecting letter for example, they will call you immediately.

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