Life insurance Rule

Nov 19, 2018

  1. Allen Trent
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    Allen Trent Guru

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    Depends on where they live & their target market. I am assuming a rural agent might compare it to a farmer investing in Dairy Cows. An agent working with seniors might compare it to bank CD rates. An agent with clients with a stock broker that has a lot in cash/money markets/ bonds might compare it to those.

    Again, I don't call Life insurance an investment at all, especially in regards to how it performs, but it certainly is an investment of the clients money if time shares & livestock are investments. I teach agents & clients what specific asset classes should be used for varying intended purposes. Match up the clients intentions, needs & wants from a product & I believe there will be plenty of room for clients & advisors & agents to utilize all the proper products.

    Just Google "worst investments" & you will find that most are not SEC regulated securities as the writers & experts on the topic of money tend to used the word investments for merely things you spend money on & use as an excuse to say they are investments, not spending: https://www.mybanktracker.com/news/avoid-worst-investments-ever
     
  2. Lloyds of Lubbock
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    Lloyds of Lubbock Super Genius

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  3. FinalExpenseDojo.com
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    FinalExpenseDojo.com Guru

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    Can you post that checklist here please? Sounds like gold!
     
  4. DHK
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    DHK "YOU CAN'T HANDLE THE TRUTH!"

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    It is... and that's why I won't post it.

    I consider it proprietary and it won't be shared here.
     
    DHK, Dec 15, 2018
    #14
  5. FinalExpenseDojo.com
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    FinalExpenseDojo.com Guru

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    How much you need to share with just me? Do you accept PayPal? :)
     
  6. AboutThatLife
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    AboutThatLife Guru

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    When you do get it, can you add it to the members section of your website?
     
  7. DHK
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    DHK "YOU CAN'T HANDLE THE TRUTH!"

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    He's not getting it and I'm not selling it.

    It's not personal.
     
    DHK, Dec 17, 2018
    #17
  8. somarco
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    somarco GA Medicare Expert

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    somarco, Dec 18, 2018
    #18
  9. DHK
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    DHK "YOU CAN'T HANDLE THE TRUTH!"

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    DHK, Dec 18, 2018
    #19
  10. scagnt83
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    scagnt83 Worldwide Expert of Everything

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    If you cant create your own version of his checklist... you have no business selling IUL in the first place.

    Take the time and effort to learn it... and you can do what he does yourself.
     
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