You've met with your clients and their financial advisors on a few occasions and discussed the clients' financial planning and insurance objectives. Things are going well. The insurance plan and product you are proposing meet the clients' needs exceptionally well, and provide the financial stability they are seeking. But then you hear it. The clients want to think about it some more. When queried, your clients indicate that maybe they will look at this again, but are not sure when that will be. We have all heard it many times before, and know that procrastination and th...
Ready for some fast and furious sales ideas that can help you get a head start on 2022? Here are some of the best from Windsor and our carriers including: The retired wealthy client who has no cash The couple on the edge of their seats about estate taxes The PhD in Financial Engineering The retiree with overfunded IRAs The business owner who needs to find new ways to keep the best people 1, The retired wealthy client who has no cash - or who doesn't want to spend it right now. Your client is 78 years old and knows he needs more life insurance – but hi...