AdvanceD Market Training
Prospecting
Sale Process with Ruth
15 Minute Interview
post interview converstaion
2nd meeting
post meeting conversation
Smart Start College Savings
Smart Start is a way for your clients to grow an investment for children in a life insurance policy that will give them better returns than saving money in a savings account or a risky 529 plan
Smart Start Presentation
Indexed Universal Life
Indexed universal life insurance, or IUL, is a type of universal life insurance. Rather than growing based on a fixed interest rate, it’s tied to the performance of a market index, like the S&P 500. Unlike investing directly in an index fund, however, you won’t lose money when the market has a downturn
Annutity Sales
Fixed Indexed Annuities are insurance products which protect against loss and generally offer fixed rates of return.
If you’re diagnosed with a serious illness, a Critical Illness insurance policy pays a lump sum to the insured to help offset expenses from a variety of covered conditions, so you can focus on getting well.
Universal life insurance gives the ability to adjust your premium payments. It offers a cash value component. You can take money out of cash value via a withdrawal or policy loan. It offers the insured permanent coverage and can be cheaper than whole life insurance because it doesn’t offer the same guarantees.
