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  • Big Whole Life Policy
    I've got a well-to-do 63 y.o. NT client who's interested in buying 500K of WL. Any suggestions? Thanks guys!...
  • Opening Value Statement and Engagement Questions
    I just started cold calling to set business insurance appointments for agents. From experience what are the best opening value statement and engagement questions to ask a prospect when on the line to keep them engaged?...
  • LifeSecure Group LTC
    I've had an IMO come into my office and present a LifeSecure Group LTC product for my bank and organization. Seemed like a good product with benefits on pricing (uni-sex rate) and simplified underwriting. Plans were pretty straight forward and simple. Sounded like they were also pretty quick to issue. Has anyone had experience with this product in the past? Positives? Negatives? Things I......
  • Retirement Plan Regarding Life Insurance
    I currently own an independent P&C agency although I do have some familiarity with the Circle of Wealth philosophy. My question is, since I don't have an employer matching me on a 401k and I have doubts about it to begin with, couldn't I just write myself a whole life 65 policy and dump as much into it over the next 30 years or so as possible. Then upon retirement if one of my kids wants to......
  • Partnerships
    How do you and your partner work? Split 50/50? Or each keeps what they sell and split expenses? What seems to work and not work?...