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Join Us For A "Lunch & Learn"
"High End Producers With Healthy, Wealthy Clients That Have Excess Capacity"
When: Wednesday May 14
Time: Lunch 11:30 Meeting 12:00-1:30
Where:Standard Country Club
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New "App Assist" Program With Banner Life Can Reduce Underwriting Time By 3 Weeks
Its Fast and Easy! You simply click on the above link on our website and complete the application online. The information is transmitted to Banner Life within 48 hours and they will contact the client on your behalf to complete the rest of the application over the phone. Your client will have an option to sign the application electronically by verifying the social security number. Banner Life will expedite the ordering of all medical records, exams and all the requirements needed to underwrite the case.
Bonus! Bonus! Bonus! Right now Shaw American Is giving an additional %10 Commission Bonus on the First Modal Premium on every application for Banner Life submitted in the month of April.
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Are your clients aware that estate and income taxes due at death could reduce the value of an annuity passed on to their heirs by up to 75%?
Annuity Maximization can help by using income from the annuity to purchase a life insurance policy in an Irrevocable Life Insurance Trust, which (if properly structured) should pass to your clients' heirs free of estate and income taxes, increasing the amount for the heirs.
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The evolution in product innovation continues...
Cash Value Plus Rider for Athena UL-DB which provides higher cash surrender values in policy years 1-8 than current Cash Value Enhancement rider (CVE), is now available for sale.
High early cash values can make advanced planning strategies look even more attractive with the Athena UL-DB Cash Value Plus rider.
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Offer Your Customer An Opportunity to get their money back-no questions asked! Customers may be tempted to put off their estate planning, wondering if estate tax law changes may alter their needs. If your customers decide they no longer need their Legacy Secure Sl policy, the Estate Liquidity Rider offers a generous return of premium option-included with all policies at no additional cost.
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| Tips for Submitting A Complete and Compliant Replacement
It is important that all replacement submissions strictly follow administrative policies and procedures.
If an application is received with incomplete replacement information or with conflicting replacement-related information, most companies will not underwrite the case until all replacement information is determined to be "In Good Order"
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| No one has beaten our Challenge for the $50 So we have increased it to $100! |
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We Are Going "All In" and betting you that Shaw American has the most competitive rates in the marketplace with an A+ Rated Carrier!
The scenarios :
Male Age 50 Preferred Best Non Smoker $10,000,000 Guaranteed 100% Universal Life Contract Paying Premiums All Years Lifetime Guaranteed Premium $71, 369
Male Age 50 Preferred Smoker
$10,000,000 Guaranteed 100% Universal Life Contact Paying Premiums All Years Lifetime Guaranteed Premium $161,434.
Call or email us for a quote on this competition buster! | |
