Protecting a Child’s Future – Term Solution
CASE STUDY Evan, 28, is a retail salesman and Alyson, 27, is a marketing manager. They have been married 3 years, own a house, and just had their fi rst child, Amanda. THE CURRENT SITUATION Evan and Alyson are new parents and are excited about raising their daughter...
Insurance Planning with Low Interest Rates
It wasn’t so long ago that the average interest rate for a 30 year mortgage was upwards of 10%. Today we find ourselves in a historically low interest rate environment, and now is the time to leverage these low interest rates to help maximize your affluent client’s...
Action Plan for Success
A successful approach with this marketing concept is to focus on 10 clients at a time, following each of the steps below. Once you finish all of the steps with those clients, select 10 more and continue building your business. Review your client book and prospecting...