Aug 23 in General discussion
Why Life Burgers, Fries, and Shakes...
When first getting into cash value life insurance, we tend to overcomplicate things. Basically what we sell are burgers fries and shakes, which equals to term, whole life and index universal life, and index annuities. When listening to clients concerns, and mapping out their financial needs, the solution should be in at least one if not more of these options. Each one by themselves is fine, but to be able to combine two or more to a client creates more value, a client for life, and referrals. So make sure you get them that combo meal!!
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Why Life Burgers, Fries, and Shakes...