Sales Strategies
Tax-Free Income
Tax-Free Income 2011 – SOA – Tax Diversification in Retirement Planning, by Gregory C. Freeman, Society of Actuaries – 26p Cash Value Life Insurance 2 – Tax considerations impact many financial and investment decisions; for example, clients may accept lower returns of municipal bonds just to avoid income taxes. Others will pay insurance charges to gain…
Read MoreRetirement Income Strategy
Retirement Income Strategy 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation, Society of Actuaries – [link] 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation – 104p Income Target Objective Model – Excel-DownLoad Income Optimization Objective Model
Read MorePatrick Kelly
Patrick Kelly callpatrickkelly.com/ State Farm –
Read MoreStrategic Rollout
Strategic Rollout 2019 0614 – 7 Figure Squad – Matt Sapaula (PHP-People Helping People) – How the Rich Get Richer Using Life Insurance ft. Douglas Andrew – [VIDEO-YouTube-42:35] – People don’t know what they don’t know – Awareness 26 – “Strategic Rollout” 2020 1020 – Doug Andrew – 3 Dimensional Wealth – Perform A Strategic…
Read MoreSeed – Harvest
Seed – Harvest Doug Andrew Eric Olson 7-Figure Squad – Matt Sapaula “seed” “harvest” “roth” Van Mueller Tom Hegna FFL 2013 – How to Use the Low-Interest Environment to Drive Life Sales, by Tom Hegna, at MDRT Conference – 18p Many people increasingly like the idea of paying taxes now on savings for retirement knowing…
Read MoreHyperfunding
Hyperfunding
Read MoreSwiss Army Knife
Swiss Army Knife 1998 1214 – Forbes – When costly insurance makes sense: For most people, whole life is a bad buy. Are you one of the exceptions? Here’s how to know., By Carrie Coolidge – p252, 254 1995 – Variable universal life: The “Swiss army knife” of financial planning. Journal of the American Society…
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Sales Strategies Bank on Yourself Pamela Yellen BTID – Buy Term and Invest the Difference BYOB – Be Your Own Banker Kai Zen LEAP – Lifetime Economic Acceleration Process Flex Method IBC – Infinite Banking Concept Nelson Nash Laser Fund Doug Andrew LIRP – Life Insurance Retirement Plan David McKnight Missed Fortune Doug Andrew MPI…
Read MoreQualified Money to Life Insurance
Qualified Money to Life Insurance Doug Andrew David McKnight https://www.newspapers.com/article/leader-telegram/146613928/ 1995 0205 – Green Bay Press-Gazette – Don’t pillage IRA to buy Life Insurance – Newspapers.com New England Life Sanford Guritzky Peter Katt 26 Feb 2005, Sat Tampa Bay Times (St. Petersburg, Florida) Newspapers.com
Read MoreIUL – Retirement Income – Loans
IUL – Retirement Income – Loans 2018 /2019 – SOA – Why Indexed Universal Life Income Streams Need to Be Managed 2018 10 – SOA – Why Indexed Universal Life Income Streams Need to Be Managed—Part 1, By Ben H Wolzenski and John S. McSwaney – p28-31 – soa.org/4934ca/globalassets/assets/library/newsletters/product-development-news/2018/october/pro-2018-iss111.pdf WHAT’S THIS ABOUT AND A QUICK…
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