Product Training - How to Talk to Clients About IULs: June 4, 2015
June 4, 2015: Many clients need help with retirement plans, but they don't expect it to come from their life insurance agent. It might be difficult for some people to understand how a life insurance product could help them gain a tax-free retirement income.
On this week's product call, Gina Hawks will show you how you can start the tax-free retirement conversation with your clients without confusing them even more.
If you're able to provide a simple, honest explanation of how IULs can provide an income during retirement, your clients will be excited to start saving and to tell others about their experience working with you!
Use the link below to view the call presentation:
National Agents Alliance provides weekly product training sessions every Thursday! Keep an eye on your email blasts for details on upcoming sessions, including what will be covered, conference access information, special guest presenters, and access to any extra details.
© 2021 National Agents Alliance. All Rights Reserved.
Great training! I am a bran new agent and really appreciate this education.
Thanks!
These basics can EASILY help increase your income by improving your placement & persistency!
Basics basic basics — don’t slack off on your drills, boys. These tips make placement an easy lay up.
Thank you Gina Great tips and info. Thanks for coming on with NAA! We are so lucky!~ C sheek