Sales Ideas

Sales Ideas

The sales ideas are updated often and are divided into product lines,

scroll to find the ideas you are looking for.


 

Life Sales Ideas

Key Person - ROP

Individual Sale - ROP Policy Review Guide Policy Review Worksheet 

 Annuity Sales Ideas

Legacy planning WITHOUT life insurance

Annuity Maximization / Pension Maximization #1

Annuity Maximization / Pension Maximization #2

Long Term Planning Sales Ideas

 
 
Using an individual IRA for joint lifetime LTC coverage
 
Getting a 10% bonus on IRA's used for LTC