The Last Great Tax Saver

Selling Max-Funded Indexed Universal Life as a Supplemental Tax-Free Retirement Income Plan, is not an easy feat!

First you have to find a qualified insurable prospect (someone who is seriously interested in saving for retirement), then get them over the idea that it's built on a Life Insurance policy chassis, then help them understand that just because they get a corporate match it isn't a good reason to put all of their retirement savings into a both a risky as well guaranteed fully taxable income plan. It's not only taxed when they access the money for any reason, after they pass away, the beneficiaries of what's left over, will also be subject to be fully taxed on the proceeds and the new Secure Act makes it happen even faster.  After you get over the hump of explaining both risk and tax savings, then the client needs to still be insurable, and willing to pull the trigger to come up with the money to make the plan work.  

BE SURE TO TAKE THE 5 MINUTES OR SO TO PERUSE THE FLIPBOOK SYNOPSIS OF ALL OF THE GREAT CONTENT IN "IT'S A 10,  JUST BELOW!"  

In order to make your job of Selling Max Funded Indexed Universal Life as a Tax Free Income producing Retirement Plan easy as possible, "It's a 10" is a 29 page document with hundreds of Sales & Marketing Ideas to help You get that job done. It doesn't contain just one Silver Bullet of an Idea but Hundreds of Silver Bullet Ideas that can help you be more successful! 

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I AM SURE YOU HAVE HEARD THE EXPRESSION "THAT A PICTURE, IS WORTH 1,00O WORDS," WELL IN THE CASE OF "IT'S A 10," WHICH HAS HUNDREDS OF SALES IDEAS, IT'S  EASILY POSSIBLE THAT, "ONE OF THOSE IDEAS, IS WORTH A $1,000!"

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