North American

Sales Concepts

All videos in this section are client approved

Key Person Buy Sell Agreement Executive Bonus
Most companies have a person(s) whose skills are vital to the success of the business. A key person may be an owner, partner, or employee without whom the business would suffer serious consequences.
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Whether your clients own a large company or a small family-operated business, the success of any business depends on smart strategy and planning.
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An executive bonus arrangement can be a powerful, yet simple way to provide a valuable benefit for company owners and key employees. It can help reduce turnover of key employees that could result in significant financial losses.
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Estate Planning Income Protection Longevity Planning
Most clients will accumulate significant assets over their lifetimes. Help address your clients’ death benefit needs and find smart, affordable estate planning solutions.
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Help protect the future of your client’s family in the event of the loss of a wage-earner or non-wage-earner through the death benefit protection offered by life insurance.
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Longevity Planning is a strategy that helps your clients prepare for a long, healthy retirement, while also providing for loved ones in case of death. The desire to travel, a new home, new hobbies, and gifting assets are all desires that might be beyond your client’s current plan for income replacement in their later years. An unexpected illness might also make a long retirement more costly.
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Annuity Max Pension Max Retirement Planning
Annuity maximization is a leveraging technique in which annuity assets1 are used to purchase life insurance. The goal is to provide a greater death benefit for beneficiaries. Though annuities may be an excellent tax-deferred growth vehicle, they are not generally designed to transfer wealth. Life insurance may be an ideal wealth transfer solution for your clients.
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The typical defined benefit pension plan may pose several challenges for your clients—mostly, a potentially lower monthly income during retirement, as well as a lack of flexibility to change the beneficiary or the election option. The pension maximization strategy can help your clients gain death benefit protection while making the most out of a pension plan.
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The retirement planning strategy uses permanent life insurance to provide clients with death benefit protection while offering the potential to help supplement their income during retirement.
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Client Review Legacy Building College Funding
Not only does life change, but life insurance products change over time. That’s why it’s important for you to have a regular client review practice in place.
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Legacy Building is a strategy that uses permanent life insurance to offer death benefit protection and efficiently pass on assets to beneficiaries. Typically, the strategy starts with funds the client already plans to pass along to family. These funds are used to purchase a life insurance policy, which may immediately increase the amount in the form of the death benefit.
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The primary purpose of life insurance is to provide a death benefit to beneficiaries. It can be designed to meet your clients’ changing needs with features such as flexible death benefit and flexible premiums. Death benefit protection can make life insurance an attractive choice for establishing a self-completing plan to help fund a college education. Permanent life insurance that can accumulate cash value may be used to help pay for college costs.
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Smart Money
Smart money is money your clients want to control and be able to access during times of need. While there are several options for where to keep this smart money, one that’s often overlooked is permanent life insurance. It can provide the opportunity to build cash value for financial needs down the road, while also providing death benefit protection to help a family continue, or to pass down a legacy.
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Recorded Webinars

Demystifying IUL 1 Demystifying IUL 2 Demystifying IUL 3
IUL Mechanics
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How Insurance Companies Cover Index Credits
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Compelling Product Features
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Demystifying IUL 4 Demystifying IUL 5 SimpleSubmit® Demo
Effective Illustration Tips
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How to Sell
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WriteAway® Accelerated Underwriting Web-based Illustration Software Marketing Toolkit
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Retirement Planning Income Protection Business Sales Ideas
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