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Effective URL: https://events.lifepro.com/download-your-wealth-report?personid=&linkID=Text1Link&source=wroct22em
Submission: On October 05 via api from US — Scanned from DE
Effective URL: https://events.lifepro.com/download-your-wealth-report?personid=&linkID=Text1Link&source=wroct22em
Submission: On October 05 via api from US — Scanned from DE
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Text Content
Questions? Call 888-543-3776 DON'T LET THE COST OF IUL PREVENT YOU FROM MAKING THE SALE DOWNLOAD YOUR FREE REPORT First Name Last Name Email Phone Best Time to Call? -- Select one-- 8:00 am to 10:00 am (PST) 10:00 am to 12:00 pm (PST) 12:00 pm to 3:00 pm (PST) 3:00 pm to 5:00 pm (PST) Send Me My Copy And Receive a Personal Walk-Through! USE THIS REPORT TO PRESENT COMPLEX FINANCIAL SOLUTIONS IN A SIMPLIFIED WAY THAT CLOSES THE DEAL AND WINS YOU THE BUSINESS. EXCLUSIVE OFFER CONVERT A PROSPECT INTO A CLIENT AND CLOSE BIGGER IUL CASES WITH NO HASSLE! BENEFIT #1 BENEFIT #2 BENEFIT #3 DISPELL THE MOST COMMON CLIENT CONCERNS ABOUT INSURANCE BEING EXPENSIVE PRESENT COST AND PERFORMANCE COMPARISONS WITH OTHER ACCOUNTS PROVIDE TAILORED FINANCIAL SOLUTIONS THAT ADDRESS THE BIGGEST RISKS IN RETIREMENT You might be shocked to find out that top advisors usually address IUL costs right away and show clients the cost year by year in detail. Compare the costs of an IUL policy with financial alternatives such as 401(k)s and show projected policy performance and its impact on retirement income. This report uses graphics that are easy to understand with content that is branded to you and your business to maintain your authority in the field. NEW FEATURES ADVANCED TOOLS WE'VE RECENTLY ADDED TO ENHANCE YOUR EXISTING SALES PROCESS THE IMPACT OF HIGHER TAXES IN THE FUTURE Use this page of the report to show clients how preparing for future taxes today can protect their financial situation for years to come. Examine the key variables that will affect potential outcomes when it comes to a taxable, tax-deferred, or tax-free account. ONE-PAGE OVERVIEW OF THE IUL ILLUSTRATION We provide a breakdown year-by-year of the policy fees, returns, loan amounts, and life insurance values. While upfront policy fees may be relatively high, this overview will show clients that in the years that they need to use the policy for income, the fees tend to be minimal. ADDITIONAL BENEFITS WHAT ELSE IS INCLUDED IN 'YOUR PERSONAL WEALTH REPORT?' * Introduction about you and your company - Begin your meeting with an introduction about how you got into the business and what solutions you provide. * Year-by-Year Breakdown of IUL policy - Display the summary benefits of the proposed IUL policy that you're presenting to your client. * Breakdown of retirement risks - Review the four major risks during retirement and the potential impact they can make to their retirement savings. * Account values and cash flow - Outline the hypothetical values with visually-appealing graphics that are easy-to-understand to the client. * Costs analysis - Compare the costs of an IUL policy with financial alternatives and demonstrate the long-term effects they could have to their retirement income. * Theoretical historical performance - Analyze how their IUL would perform against the S&P 500 with a historical lookback to markets. Send Me My Copy And Receive a Personal Walk-Through! LifePro Financial Services, Inc. 11512 El Camino Real, Suite 100, San Diego, CA 92130 | Ph: (888) 543-3776 | Em: info@lifepro.com Copyright © 2022. All rights reserved. Terms and Conditions / Privacy Policy Thank You!