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How to cross sell life insurance

How to cross sell life insurance. Presented by Kevin Bull. Build a Life-Selling Team in 4 Steps. Add a revenue stream immediately Create a plan Build a process Practice what you preach. 60-110% Commissions Tails!! Something that every client wants and needs. Cash Money.

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How to cross sell life insurance

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  1. How to cross sell life insurance Presented by Kevin Bull

  2. Build a Life-Selling Team in 4 Steps • Add a revenue stream immediately • Create a plan • Build a process • Practice what you preach

  3. 60-110% Commissions • Tails!! • Something that every client wants and needs Cash Money

  4. Create A Life Insurance Game Plan 0-18 19-45 66+ 46-65

  5. 0-18 Years Old • Does not have a real economic value • Time to sell whole life, get them while they are young • Have a story

  6. 19-45 Years Old • Will have unique needs • Asset protection, family needs, education • May be a mix of term life, return of premium, whole life, and indexed life

  7. 46-65 Years Old • Will have defined needs • Asset protection and preparing for retirement. May want to gift to a group. • May be a mix of term life, annuities, living benefits and long-term care.

  8. 66+ Years Old • Plan is now being used • Legacy complete – money going to beneficiaries

  9. Create Your Process • Oh by the way… • Create urgency • Have 2 plans

  10. Ask everyone • Automate • Send cards with mail • Prep proposals before they ask

  11. Get your sales staff involved, give them skin in the game! Make it tangible

  12. Resources • VIAA Team • SIAA Life Unit • Life Brokerages (BUI) • Lifehappens.org • Your AMS • Active Campaign, Better Agency, Infusionsoft • Blog (Advisor Evolved)

  13. fin.

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