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Resources
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The Ultimate Lead-Generation Playbook for Insurance Agents and Financial Professionals
From LegacyShield
This 12-step guide will help you turn prospects into clients and grow your business!
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Agent Tool: From the Heart Client Journal
From Gradient Insurance Brokerage, Inc.
Use this tool with clients to help ensure all critical information about finances and insurance is successfully passed along to their loved ones in case of emergency.
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Premium Financing Opportunity Workbook
From Universal Financial Consultants
Use this guide to identify the best prospects for an IUL with premium financing strategy and learn how to introduce the benefits to your clients.
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Your 1040 Tax Guide Cheat Sheet
From Gradient Insurance Brokerage, Inc.
You may not have complete financial records from your clients, but you can still get critical information from their basic tax form.
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Why Client Engagement and Personal Referrals Are More Important Than Ever
From LegacyShield
By reminding clients of what you bring to the table -- a real relationship -- and leveraging technology, you can stand out in a tech-dominated field and grow your business.
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5 Premium Finance Questions Every Advisor Should Be Prepared to Answer
From SCHECHTER
Premium finance is not a set it and forget it investment, and it’s not one-size-fits-all. Learn how to make it effective with a custom-built strategy that adapts over your clients’ lifetime.
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Case Studies: The Potential of Premium Financing with IUL
From Universal Financial Consultants
There is nothing like a real-life example to validate a new strategy for your wealthiest clients.
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Advanced Wealth Planning Strategies for Sophisticated Financial Needs
From Universal Financial Consultants
In an uncertain market, clients look to you for creative solutions. Offer them a way to boost wealth while protecting their loved ones.
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Agent Tool: Understanding the Premium Financing Process
From Universal Financial Consultants
Use this tool to explain the premium financing process to your clients in a easy-to-follow way!
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Turn Existing Clients and Prospects Into Life Insurance Leads
From Universal Financial Consultants
Prospecting to increase your life insurance sales does not have to be difficult. Using ready-made, automated marketing campaigns can take you from zero to launch in minutes!
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Overcoming Objections to IULs & Premium Financing from HNW Prospects
From Universal Financial Consultants
Use these tips as a primer before you talk to High-Net-Worth (HNW) clients to ensure you can answer their questions and build trust.
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Safely increasing your sales with IULS
From Kansas City Life
Finding the best IUL for your practice.
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[Advisor Tool] Survivor Income and Cash Needs Analysis Worksheet
From Kansas City Life
Help your clients secure their loved ones’ future with this useful worksheet.
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