oscigllc
New Member
Do anybody know where I can get a generic iul client power point or flip chart presentation so I do not have to reinvent the wheel?
Thanks
Thanks
IUL Presentation Needed ?
- Thread starter oscigllc
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SherylBrown
New Member
- 17
Are you just looking to educate a client on how IUL works? I might have that available if so.
Sheryl Brown / @AshBrokerage
Sheryl Brown / @AshBrokerage
- Thread starter
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oscigllc
New Member
Yes Sheryl i am looking to educate to create and introduce them to the concept. Thanks,
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I sorry but what does BA stand for? Thanks for the help!
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Brokers Alliance. Would not call it a simple presentation. I would check in with your FMO and they may have something.
SherylBrown
New Member
- 17
If you send me an email, I can send you what we have on education for IUL. Thank you.
[email protected]
Sheryl Brown / @AshBrokerage
[email protected]
Sheryl Brown / @AshBrokerage
- 687
How in depth are you looking to go?
Cost of insurance, caps, spreads, indices, tied to the market but not actually in the market, participation rates, puts/calls, compounded annualized return versus average return, and on and on. Not to mention that most of the illustrations you will run up against will be in the 8% as far as the non-guaranteed column goes.
I am working on one right now but fortunately the average prospect will not require an in depth explanation...it is only for the few that have a little knowledge of life insurance and investments (buy term and invest the rest) that have the potential to waste your time and/or try to make you look stupid. Still all in all a good presentation is needed.
To explain it, illustrate it, and convey this to your prospect so that they understand the potential risk associated with an IUL is not simple. Take your time and compare the different companies and products.
Cost of insurance, caps, spreads, indices, tied to the market but not actually in the market, participation rates, puts/calls, compounded annualized return versus average return, and on and on. Not to mention that most of the illustrations you will run up against will be in the 8% as far as the non-guaranteed column goes.
I am working on one right now but fortunately the average prospect will not require an in depth explanation...it is only for the few that have a little knowledge of life insurance and investments (buy term and invest the rest) that have the potential to waste your time and/or try to make you look stupid. Still all in all a good presentation is needed.
To explain it, illustrate it, and convey this to your prospect so that they understand the potential risk associated with an IUL is not simple. Take your time and compare the different companies and products.
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- 11,277
Btw, Louis, I really liked your IUL Magic video!
The best thing you can do is to advise them not to do it; UL is the worse product ever invented
- 11,277
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