Use these tips to prepare for meetings with high-net-worth (HNW) clients so you know how to answer their questions ahead of time.
When bringing up premium financing as a way of funding IULs, you often get pushback because clients don’t have a full understanding of the strategy’s benefits. This is especially true of your HNW clients because they desire high-returns on their investments. You need a way to present premium financing options that will not disrupt their existing finances, while offering the extra insurance coverage they need.
Download this fact sheet now for information you can use to overcome seven client objections to IULs with premium financing strategies, including:
Arm yourself with ways to ease clients’ fears and get more HNW clients the coverage they need while also boosting your book of IUL business.
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