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Lori Fogle

Marketing Copywriter for Partners Advantage

Recent Posts

3 Strategies to Help Close IUL Sales with High-Income Clients (That Successful Financial Professionals Use)

Posted by Lori Fogle on Wed, Apr 28, 2021 @ 12:00 PM

Most financial professionals would love the opportunity to work with high-net-worth clients, but as you may have experienced... it can be a challenge to get in front of these individuals and also a feat to actually make it to the end of the sales process.

Selling life insurance can be particularly tricky because of the many aspects outside of your control. For this reason, having specific strategies for closing IUL sales with high-income clients can be important to the success of your practice.

Keep reading because you may benefit from adopting the strategies we outline in this blog post.

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Tags: IUL (indexed universal life insurance), permanent life insurance

How Product Expansion Could Help Your Agency Accomplish 3 Major Goals This Year

Posted by Lori Fogle on Thu, Mar 25, 2021 @ 01:25 PM

We’ve identified one action you could take to achieve three major goals in your agency this year. Those goals are:

  1. Better serve your top producers
  2. Feasibly grow your revenue by as much as six figures
  3. Help increase agency valuation

In this blog post, we’ll describe our strategy in greater detail and explain why it might be a smart option for your agency.

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Tags: insurance agency resources

Top 10 Most-Read Blog Posts of 2020

Posted by Lori Fogle on Wed, Dec 30, 2020 @ 12:00 PM

Well, it’s been quite a year, hasn’t it?

It feels like the rug was pulled out from under us.

But hopefully there were still some positives to come out of 2020 for you.

One being that you realize the significance of what you do every day. Planning for the unexpected and the protection products you help put in front of clients has never been more important. YOU and the work you do has never been more important.

For us, continuing to provide helpful content was just a small part of the service we hope we delivered to you this year.

Although we are anxiously looking forward to 2021 and everything we have planned to help you make it your best year yet, we like to take time to reflect on how we did.

And look back at what content resonated most with you.

To that end, we’ve compiled a list of the Top 10 Most-Read Posts of the Year. Did you miss any these? You can check them out below:

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Tags: IUL (indexed universal life insurance), Social Security, Roth IRA, volatility control index, Roth Conversions, sequence of returns risk

What You Need to Know About IUL Insurance Policy Loans

Posted by Lori Fogle on Wed, Dec 16, 2020 @ 12:00 PM

If an indexed universal life (IUL) insurance policy is structured properly, loans could be one of the most important features of an IUL for the right person and right circumstances. 

And it could be especially important right now as  clients may be looking for extra sources of income -- wondering what they own and how they can access it. 

One source they may not have considered is an IUL. The distributions from an IUL can be a tax-friendly way to access money when a client needs it. However, there are many nuances to IUL loans and it’s extremely important to understand all the ins and outs before speaking to your client.

In this post, we’ll cover what you need to know about IUL loans so that you can help clients decide if this might be a good option for them. 

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Tags: IUL (indexed universal life insurance), policy loans

3 Ways to Help Clients Avoid Underestimating Their Retirement Spending

Posted by Lori Fogle on Wed, Dec 02, 2020 @ 12:00 PM

“I’ve heard I’ll need less income in retirement, but is that true?”

A client asked one of our producers this question recently. And maybe you’ve gotten this one before too.

The answer many pre-retirees typically receive though, may be incorrect…

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Tags: retirement strategies

An Underutilized Strategy to Help Pay Health Care Costs in Retirement

Posted by Lori Fogle on Wed, Nov 04, 2020 @ 02:15 PM

Would you like to be able to provide your clients a proven strategy to pay for most of their health care costs, if not all of them?

Well, in this blog post we’ll explain a strategy that agents and advisors can use to do that (even if you're not a Medicare agent and don't want to become one). Keep reading for the details...

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Tags: annuity, retirement strategies, healthcare costs

Sequence of Returns Risk Simplified for Your Clients

Posted by Lori Fogle on Wed, Oct 21, 2020 @ 12:00 PM

It’s unfortunate, but today, your clients may be well-positioned with enough retirement assets to last 30+ years. While tomorrow, a drop in the market could mean their retirement assets may be drastically reduced due to sequence of returns.

From economic uncertainty, to recent drops in the market, to the impending election, and ongoing concerns around COVID,  a perfect storm could be brewing... are your clients prepared?

Keep reading for a simple way to explain one of the biggest risks to the longevity of a client's portfolio. Plus, how to help them prepare for and mitigate it.

[Client-Use Resource Included]

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Tags: annuity, retirement strategies, sequence of returns risk

Wealthy Family Secrets That Could Benefit Your Middle-Income Clients

Posted by Lori Fogle on Wed, Oct 07, 2020 @ 12:00 PM

The top 1% have a "secret" they've used since the Great Depression to help put themselves and their families in a better position.

But we think middle-income clients can benefit from this wealthy family secret as well. In this post, we’ll share how. Plus, we'll cover how you can make a living as a financial professional in this market.

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Tags: IUL (indexed universal life insurance), whole life insurance, permanent life insurance

How Mike Turned 1-Minute Videos into First Appointments

Posted by Lori Fogle on Wed, Sep 23, 2020 @ 12:00 PM

Of course we're not suggesting a magic pill and it’s taken effort, but one of the financial professionals we work with, Mike, found a way to get in front of prospective clients on a consistent basis – which opened the door to new opportunities…

Read on to learn what he did to land new business even though he’d just opened his financial services practice a couple months before the pandemic hit.

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Tags: prospecting, marketing for independent agents

Not Sure When to Use a Term Conversion Strategy? Here's What You Need to Know

Posted by Lori Fogle on Wed, Sep 09, 2020 @ 12:00 PM

“I had another agent refer a client to me and suggested I look at a term conversion strategy for her. But I don’t know when you’d use a strategy like that…” The comment was made during a conversation we recently had with one of our contracted agents. So, in this post, we're going to tackle the topic -- who's a good prospect and what's possible with a convertible term policy...

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Tags: prospecting, sales techniques, living benefits, term conversion, term convertible life insurance


This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.