Posts Tagged lead generation

Taxes and Life Insurance Proceeds

January 17th, 2019

It is commonly known that the proceeds from life insurance coverage can provide survivors with a “safety net” for a myriad of possible needs like paying off debts, taking care of the insured’s funeral and other final expenses, replacing income, and / or ensuring a child or grandchild’s future college education fund.

But when you factor in Uncle Sam’s portion in terms of taxation, how much of the policy’s proceeds will actually be received?

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Should Life Insurance Be on Your Clients’ Agendas for 2019?

January 9th, 2019

With 2019 now in full swing, there are many people who are moving forward with making good on their New Year’s resolutions – and for a large majority of people, these goals will oftentimes include bettering their financial situation. With that in mind, for most any financial plan to be complete, it should include at least some amount of life insurance.

So, why is it that so many people are still under-insured (or not insured at all)?

One of the biggest reasons is because people typically don’t want to think about how things will be after they’re gone. Yet, while this is certainly understandable, the reality is that, due to unanticipated illnesses and accidents, the unthinkable can and does happen – regardless of one’s current age or health condition. And because of that, loved ones should always be protected financially…just in case.

Why Most People Need Life Insurance

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Focusing Your Life Insurance Sales to More Closely Fit Clients’ Needs

March 16th, 2018

Life – and business – are full of many opportunities, and because of that, there are countless people who opt to be a jack of all trades. But, while this “well rounded” approach may give the you the feeling that you can help everyone, the reality is that if you are a generalist, you won’t stand out to the people who need assistance with specific goals and needs.

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How To Use The Labeling Technique To Generate More Leads

August 25th, 2010


What if there was a few simple words you could say to any prospect that would instantly increase your persuasion ability by 10%, 20%, or even as high as 50%?

You would want to know what those few simple words were right?  Today, you’re going to learn those words.  And you’re going to learn why they work and when to use them.  Plus, I’ll give you a couple of real life examples of this ninja persuasion technique in action.

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3 Powerful Insurance Prospecting Methods

July 12th, 2010

3 Powerful Insurance Prospecting Methods

Without prospects something terrible happens – “nothing!’ Without a steady stream of leads, good advisors like you can’t prosper.  Here are three insurance prospecting marketing methods to implement immediately that will generate more leads for your insurance or financial planning practice.

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3 Little Known Ways To Close More Sales

July 12th, 2010


Product Schmoduck! That’s what a BIG producer told me recently. I wasn’t sure what he meant, so I asked.

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How To Increase The Effectiveness Of Your Lead Generation By 93% Or More

January 14th, 2010


Whether you are generating leads offline or online, this strategy can literally make or break the profitability of your lead generation efforts.

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