Get YOUR
Banking Policy Tool Kit!
EVERYTHING YOU NEED TO GO FROM INTERESTED TO CONFIDENTLY CLOSING BANKING POLICIES...and I Mean EVERYTHING!
What You Get:
PRODUCT CERTAINTY
IUL vs Whole Life...Does it REALLY Matter?
Does it REALLY matter what product I use? YES! Here is everything you need to KNOW--both emotionally and numerically--WHY you only want to sell one type. You deserve the confidence that comes from certainty.
THE SALES DECK THAT CLOSES SALES
This Deck Has Sold Millions in Premium
The psychology of selling high cash value policies is woven in as we clearly illustrate banking concepts. This one is tested as a winner and has closed millions of premium. The script is embedded in page by page, so open up Zoom and get selling.
ADOPT THE MINDSET FOR POLICY DESIGN
ACCELERATED LEARNING OF CASE DESIGN CONCEPTS
What is the difference between the policies Dave Ramsey hates and the best financial product on the market right now? The right case design.
What is the ideal split between base premium and PUA? How do you get the human life value covered and still get access to the cash as soon as possible? When can you use a premium offset to stop ongoing contributions? We will show you.
Our case design expert designs multiple policies so you can see carrier selection, back dating, how to use a term riders, and what are the thought processes behind it all. 10 hours of content with our experts.
YOU GOTTA HAVE THESE
LIVE CASE DESIGN FOR YOUR FIRST POLICIES
Learning theory is a must, but then applying concepts on your first properly designed high cash value life insurance policy can feel like an entirely different thing.
Use these "Golden Tickets" to attend LIVE trainings to get specific on your next case. Use on a weekly Open Office or for a 1 on 1 meeting. See YOUR carrier selection, see YOUR efficient policy emerge and then get YOUR Illustration to take to your client.
WHAT WOULD YOU DO WITHOUT THIS?
ACCELERATED LEARNING OF POLICY MANAGEMENT CONCEPTS
How do you actually transform a properly structured policy into a banking system? How do you manage policy loans and repayments? Our firm has advised over 8,000 clients over the last 17 years and we have found what works and what doesn't work. We are including a private training that distills down everything you need to become a master of policy management
60 Minutes of very specific intel proven from a combined 20 years of client direction and guidance.
FINALLY THIS
THE FORMS AND SPREADSHEETS FOR SUCCESSFUL POLICY MANAGEMENT
Don't reinvent the wheel. Just use our system, perfected over 17 years of trial and error with our clients. Everything you need, nothing you don't.
Get ALL THESE In YOUR Banking Policy Tool Kit...
AT NO COST
But Why No Cost?
It's a simple bribe to get you to learn about the value proposition of our company. We believe that when you see what we offer, this will seem like a drop in the bucket of what you COULD have in your life insurance association. Will it feel custom-built for your needs? We think so.
