info@kazsource.com704.774.6160
Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowPinterest page opens in new windowInstagram page opens in new windowRss page opens in new window
Search:
KazSource
helping leaders create opportunities for their business
KazSourceKazSource
  • KazSource Insurance
    • Dashboard
    • Blog
    • About
    • Contact
  • KazCM
    • Team
    • KazCM Blog
    • Contact
  • SportsEpreneur
    • Blog
    • About
  • Entrepreneur Perspectives
    • Podcast
    • Blog
    • The Strategy Addict
    • About
    • Guest Request
  • KazSource Insurance
    • Dashboard
    • Blog
    • About
    • Contact
  • KazCM
    • Team
    • KazCM Blog
    • Contact
  • SportsEpreneur
    • Blog
    • About
  • Entrepreneur Perspectives
    • Podcast
    • Blog
    • The Strategy Addict
    • About
    • Guest Request

3 Great Ideas To Boost Sales

Feb162016
InsuranceLight bulb - Great Idea

Looking for some ideas to increase sales? Take a look below. Or click on the image to the right.

3 Great Ideas To Boost Sales Infographic

Income Tax Mitigation (IRA Max)

  • Today, less people have an estate tax problem then 5+ years ago
  • People have an income tax problem today – that is their pain
  • There are large qualified plans ready to be taxed – and the owners of those plans do not need the income
  • Aging baby boomers – amount of qualified plans is growing
  • The key is avoiding the income tax to the heirs

IDEA #1     IRA Max – Leverage IRA into Life Insurance

LTC Rider

  • Everyone wants to discuss LTC – personal stories
  • Planners looking to protect their AUM’s – LTC is the way to do it at low cost
  • Confusion in the market – A) standalone LTC B) Chronic Illness products
  • Rider cheaper than standalone LTC and not a use it or lose it like standalone
  • Women especially should consider this – LTC is more expensive for women than men. Life insurance is less expensive for women than men

IDEA #2     Life with LTC Rider on Every Illustration

Policy Review

  • Recession proof
  • Policy Owner Service is an overlooked concept – be different than other advisors
  • Better people’s situation – it creates trust and value

IDEA #3     Review All Policies

Example: What are you doing about clients that own a Genworth product considering Genworth’s recent downgrade?

Featured image courtesy of Francesca Guadagnini on Flickr

By KazSourceFebruary 16, 2016

Post navigation

PreviousPrevious post:The State of the Health Insurance MarketNextNext post:A Quick Guide to a 1035 Exchange

Related Posts

Managing COVID-19 in the Life Insurance Industry with Mitch Long | KazSource Insurance
Managing COVID-19 in the Life Insurance Industry with Mitch Long | Videos
October 1, 2020
good covid-19
Many Ways to Say GOOD
July 31, 2020
Life Insurance in the Post Pandemic World
Life Insurance in the Post Pandemic World
June 8, 2020
Contact Us
North Carolina | Headquarters
Providence Park
10815 Sikes Place
Suite 320
Charlotte, NC 28277
O: 704.774.6160

Find us on:

Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowPinterest page opens in new windowInstagram page opens in new window
Resources

E-applications

Dashboard

List of Carriers

Onboarding

Opportunities

SportsEpreneur

Are You Interested in Content Marketing

CLICK HERE

© Copyright KazSource, Inc 2021 | Website designed by KazCM | All Rights Reserved | Disclaimer | Privacy Policy