Communicate the features and benefits of the most common account types that support collateralization. You don't need to review each one. Concentrate on the account types that are important to your client and/or what they are currently using. Present permanent life insurance last. |
Now let's take a look at a few of these accounts and see the benefits that each one provides. [walk through the features and benefits of the account type the client suggests... ending with PLI] Ok, let's take a look a permanent insurance for a second. Now I don't know what you know about permanent insurance. From what you've said before, perhaps you don't even like it, but you may be surprised to find that permanent life insurance performs extremely well as a private reserve - let's take a look. |
No math presented on this screen. |