A Great Idea That Keeps Getting Better . . . and Stronger . . . and Easier! Life Insurance Retirement Plan

A Great Idea That Keeps Getting Better . . . and Stronger . . . and Easier!    Life Insurance Retirement Plan
For life insurance industry veterans, using cash value life insurance to supplement retirement savings is as old as the rate book.  Overfunding premiums and enjoying the advantages of both insurance protection and tax-free accumulation (without the burden of qualified plan rules) is what makes our products unique.  And with the potential for tax-free income down the road, we really have an unmatched solution for clients wanting to enhance their retirement in a very tax-efficient way. If life insurance is new to you, or if you just need a refresher on the LIfe Insurance Retirement Pla...
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Fast and Furious - Year-End Sales Ideas in 60 Seconds or Less

Fast and Furious - Year-End Sales Ideas in 60 Seconds or Less
Ready for some quick sales ideas that you can take from start to finish before December 31?  Here are some of the best from Windsor and our carriers!   Year-End Tax Deductions!  American National ​As we enter the last two months of the year we are at the very peak of the pension season. Now is the time to contact prospects who couldn't pull the trigger on planning earlier in the year. There is much greater urgency to establish a plan now than back in March when no deadlines were looming. Contact accountants and let them know that you can help them and their client...
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Does an $18,000 Premium Grab Your Attention?

Does an $18,000 Premium Grab Your Attention?
A major life insurer recently shared significant premium results that they've realized in the business planning marketplace over the last couple of years. The average size case represents $18,000 in new premium. And that's $18,000 of traditional individual life premium - not COLI or spread compensation type products. If that number and the resulting revenue grabs your attention, then you'll want to invest some of your time to realize this kind of ROI - because the results are real, business owners are buying, and advisors are successfully using permanent life insurance to alleviate a host of w...
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A Great Idea That's Only Getting Better. Stronger. Easier. Life Insurance Retirement Plan.

A Great Idea That's Only Getting Better. Stronger. Easier.  Life Insurance Retirement Plan.
For life insurance industry veterans, using cash value life insurance to supplement retirement savings is as old as the rate book. Overfunding premiums and enjoying the advantages of both insurance protection and tax-free accumulation (without the burden of qualified plan rules) is what makes our product so unique. And with the potential for tax-free income down the road, we really have an unmatched solution for clients wanting to enhance their retirement in a very tax-efficient way. If life insurance is new to you, or if you just need a refresher on the Life Insurance Retirement Plan (LIRP) c...
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Symetra Case Study - Life Insurance as an Alternative Asset

Symetra Case Study - Life Insurance as an Alternative Asset
Meet Ethan, a 45-year-old businessman who wants to ensure his family is protected if he dies unexpectedly, while also accumulating future supplemental income. In a new case study, see how this highly-compensated executive with a keen interest in cost-effective solutions chose Symetra's Accumulator IUL to help address his needs.