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Ready for some fast and furious sales ideas that can help you get a head start on 2022?  Here are some of the best from Windsor and our carriers including:     The retired wealthy client who has no cash The couple on the edge of their seats about estate taxes  The PhD in Financial Engineering  The retiree with overfunded IRAs The business owner who needs to find new ways to keep the best people 1,  The retired wealthy client who has no cash - or who doesn't want to spend it right now. Your client is 78 years old and knows he needs more life insurance – but hi...

Ready for some quick sales ideas that you can take from start to finish before December 31?  Here are some of the best from Windsor and our carriers!   Year-End Tax Deductions!  American National ​As we enter the last two months of the year we are at the very peak of the pension season. Now is the time to contact prospects who couldn't pull the trigger on planning earlier in the year. There is much greater urgency to establish a plan now than back in March when no deadlines were looming. Contact accountants and let them know that you can help them and their client...

A major life insurer recently shared significant premium results that they've realized in the business planning marketplace over the last couple of years. The average size case represents $18,000 in new premium. And that's $18,000 of traditional individual life premium - not COLI or spread compensation type products. If that number and the resulting revenue grabs your attention, then you'll want to invest some of your time to realize this kind of ROI - because the results are real, business owners are buying, and advisors are successfully using permanent life insurance to alleviate a host of w...

National Life's 2018 CPA Symposium featured an abundance of speakers and presentations with both CPAs and Financial Professionals in mind.  Designed to create and build on synergies between CPAs, Financial Professionals, and their clients, the Symposium can help participants to: Identify specific client profiles - what are your clients looking for?Understand the tools, resources, and support that are available to help you help your clients meet their financial goals and objectives.Gain a better understanding of both client attitudes and your role in providing the financial products and se...

Advanced Markets Online is a comprehensive reference tool that provides clear explanations of complex subjects. AMO is a practical, focused tool designed to provide quick and easy access to information you need in the business insurance, retirement, charitable giving and estate planning markets. AMO defines concepts, tells you how those concepts work, and examines tax consequences, key advantages/disadvantages, planning/funding considerations, and more. Point-of-Sale presentations are customizable with both your agency and client information. What does it look like? AMO is a searchable, user-f...