Category Archives: Sales Ideas

Using Hybrid Guaranteed Indexed Universal Life

When we look at the GUL Landscape, we have seen a considerable change in the leverage we are able to provide our clients.…
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Guranteed Universal Life Landscape Q3 2020

With continued low interest rates and muted client engagement in 2020, the Guaranteed Universal Life (GUL) space has become smaller and more competitive…
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How Would Indexed Universal Life Perform in the Worst, Best,and Most Recent Markets?

[vc_row][vc_column][vc_column_text]The market can be volatile and this volatility can often create uncertainty around "how safe is my money", regardless of what vehicle your…
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Does Indexed Universal Life Work?

[vc_row][vc_column][vc_column_text]I often get asked "Do you believe Indexed Universal Life works?".  It's an interesting question and certainly many valid arguments on each side…
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Income Replacement 101

[vc_row][vc_column][vc_custom_heading text="So what is Income Replacement and why does it matter to me?" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]The Income Replacement conversation is centers around the idea that…
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AIG Tax Diversification Presentation

Help Your Clients Embrace Tax Diversification The U.S. tax rates have fluctuated dramatically over the years, and this uncertainty can create problems when…
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Start with S.T.O.P. to solve key person and retention challenge

You can help business owners solve key person and employee retention problems with life insurance—but you have to start with the right questions. S.T.O.P. (Solve the Owner’s…
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