Free Living Will Prospecting Idea

[DaKine]

I always thought helping people save taxes with a living trust and funding that trust with annuities was a great way to market annuities.

 

[Tahoe Ray]

I always thought helping people save taxes with a living trust and funding that trust with annuities was a great way to market annuities.

How do you save taxes with a living trust funded with an annuity ?

 

[DaKine]

An AB living trust when more people were subject to estate taxes. Maybe they will lower the exemptions again?

 

[Tahoe Ray]

An AB living trust when more people were subject to estate taxes. Maybe they will lower the exemptions again?

Tough pitch unless you deal with some serious money clients.

 

[HoosierLife]

What noob started this thread?

For the record, throwing bottles of water wrapped in a Memorial Guide at joggers at the park is what got me to where I am today.

 

[DaKine]

Yeah it was easier and a really popular method in the late 1990's. Vote for Democrats so that they can bring back the death taxes and bring back the market.

 

[Life Hawk]

What noob started this thread?

For the record, throwing bottles of water wrapped in a Memorial Guide at joggers at the park is what got me to where I am today.

Now there is a thought... maybe I should try to sell DI or Accident in the lobby of the work out places around town.

I could rent a wheel chair to sit in and have a card table full of business cards.

 

[somarco]

What noob started this thread?

Screen name Hoosier Wife.

Probably left the business 4 months later. Selling shoes at DSW now.

For the record, throwing bottles of water wrapped in a Memorial Guide at joggers at the park is what got me to where I am today.

Before I answer, is that a felony or misdemeanor?

I could rent a wheel chair to sit in and have a card table full of business cards

 

[Lawsonhj1]

Some preneed agents used to like this option as a prospecting tool low cost too.

Five Wishes

 

[Life Hawk]

Some preneed agents used to like this option as a prospecting tool low cost too.

Five Wishes

Have you ever used this yourself?