Episode Details
Back to Episodes265. [HIGHLIGHT] Life Insurance Tips That Have Customers Begging To Buy
Description
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Would you like to sell more life insurance? This episode is for you! Van Mueller and David McKnight break down effective strategies to sell policies for your clients. They dive into the best policy options that can leverage your client’s money and potentially reduce their income tax liability. Plus, they're sharing the pros and cons of various permanent life insurance options, such as Index Universal Life (IUL) and Variable Universal Life (VUL), and how they can be utilized as a "volatility shield" in retirement planning. Tune in to learn how to provide your clients with tailored solutions that address their unique financial goals and concerns.
HIGHLIGHTS
00:00 Introduction What should you do to help clients choose the right permanent life insurance product?
02:45 The benefits of IUL that can provide your clients added financial security.
05:45 The strategies to minimize income tax liability through life insurance.
08:30 How do you use life insurance to combat economic challenges like taxes and inflation?
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