Our goal is to grow your business! We have developed multiple strategies and presentations that will
assist your current clients in repositioning assets in the most efficient way for distribution. These life insurance sales ideas are a tremendous tool to assist your clients in achieving their goals, at the
same time, growing your revenue. We will demonstrate how to use the review process with your clients so there are no additional marketing expenses for your practice.
At Advisors Excel we look forward to supporting your life insurance business through offering you superior ideas and support. Our team is focused on growing your life insurance business by offering fully packaged marketing concepts, sales concepts, knowledgeable case design, streamlined case submission and experienced underwriting. Our support is focused to help you grow and improve your life insurance business. Below is a summary of the services and benefits we offer:
Once you locate these prospects for life insurance, we will work in conjunction with you to select the best product, get you all the material, and if it possible get you a customizable illustration to help you close the sale. After the application is submitted, our goal at Advisors Excel is to streamline the new business process in order to increase the speed of issuing policies and to improve our underwriting offers.
These marketing concepts and support services have made a significant impact to our producers business. Take a look at the impact we could have for you on the marketing side:
"The marketing systems are absolutely fabulous! It has allowed me to take my existing client base and do additional life sales that I had never explored before by using existing assets that they already have to give them a much greater benefit. The great thing is that there is no lead cost because you are using an existing client base and I've actually picked up additional annuity business as a result of pursuing the life cases. The support has been great and is second to none. Never in my wildest dreams would I have imagined that I could add another $100,000 - $150,000 of income to my practice in 45 days as a result of this program. Thank you for making me more of a complete advisor and I look forward to the great future that we have!"
Baby Bull
Let's turn to the impact we could have for you on the case design side:
Advisors Excel advisor "Waldo" came to us with a $1.1 million IRA from which the clients did not need income. “Waldo wanted us to look at taking that money out and purchase life insurance on a 10 pay basis. After showing him that strategy and the benefit that it provided, we then proposed a strategy utilizing our Life Leverage Plan. Our Life Leverage system generated an additional $200,000 to $400,000 for the client’s beneficiaries (totaling $3.7-$3.9 million tax free) while “Waldo" increased his commission on the case from $50,000 to $130,000 in the process. The client absolutely loved our proposal and jumped at the opportunity to pass on their estate more efficiently.
Companies We Work With:
American General
Allianz
Aviva Life & Annuity (formerly Indianapolis Life)
AXA
Columbus
Genworth Financial
companies
ING
John Hancock
John Hancock NY
John Hancock USA
Lafayette Life
Life of the Soutwest
Lincoln Benefit Life
Lincoln Life & Annuity NY
Lincoln National Life
Met Life
Minnesota Life
Mutual of Omaha
National Guardian Life
North American
North American of New York
Pacific Life
Principal Financial Group
Phoenix
Penn Mutual
Prudential Life
Sagicor
Transamerica
West Coast Life
Please contact us with any questions or cases you might have at (866)363-9595.
