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    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

    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

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    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.