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A five-part series of
short webinars
Keys To Unlocking Your Sales Potential
Overview
Existing Clients Are Gold
Keep Referrals Running
Personality Styles Matter
Every Thursday
10 am EDT
May 20th - June 17th
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Among those whom I like or admire I can find no common denominator, but among those whom I love, I can. All of them make me laugh.
W. H. Auden
(1907 - 1973) |
American Equity
Assurity Life
AXA Equitable
Fort Dearborn Genworth
Illinois Mutual
Integrity Life
Investors Life
Lincoln National
MetLife
Mutual of Omaha
North American
Protective Life
Principal
Prudential
Standard Ins
Symetra
Transamerica
Union Central
United of Omaha
West Coast Life | |
| Greetings!
We have several important updates this month. Also, be sure to check out our Sales Tip below. |
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Life Plans
We have lots of new changes this month! First, West Coast and  Lincoln have updated their "term" rates. Second, you'll see a new Term & UL Quote Engine on our website: - Spreadsheet both Term and Guaranteed UL plans
- Pick and choose which carriers you want to include
- Easy link to Forms for all carriers from the quote engine
- Click on each product/company in the spreadsheet for underwriting guidelines...both age/amount requirements as well as Preferred and Preferred Best guidelines
- Please call if you'd like to talk through the new module
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Annuities
 Income Annuities: A recent USA poll revealed the following on how Boomers view retirement:
- 6% see it as a 'winding down' period
- 12% see it as a continuation of the same
- 25% see it as a time for R&R
- 57% view it as a new, exciting chapter in life and expressed a concern about outliving their retirement income
Let us help you customize an impressive presentation for your retirement age prospects, including the new critically acclaimed longevity insurance product.
Accumulation Annuities
As of last Friday, the average 5 year CD rate was 2.58%. Annuity rates are higher, and have advantages that CD's do not. Think of it this way; the Cost of Waiting for your client that is holding $100K and waiting for annuity rates to go up is over $1,600+ per year by not taking advantage of annuities now. The following are some of today's best multi-year guarantee rates (MYGAs): - 7 yr rates as high as 3.85%
- 5 yr rates as high as 3.40%
Please call for product details and to confirm rates as they can change daily. Please review our Top Picks or use our rate/plan search tool. Contact Adam Frechette at ext. 230 for answers to all of your annuity questions and sales support. Please also try our online quote request tool. |
Disability Income
Join us for our monthly webinar: Disability Income Selling Tips Thursday, June 17th, 3 pm EDT Feel confident and prepared when you talk to your clients about D.I. Learn how to sell your client on the need for D.I., how to address common objections and how to place business! |
Sales Tip 
While I believe in being professionally persistent with referral prospects, I don't like to beat a dead horse - so to speak. When I have a prospect that seems to have no interest I go for the "no". This is a technique I learned from the late, great sales trainer Dave Sandler. When I have a prospect who keeps putting me off, I say something like, "George, please tell me if I'm wrong, but I'm getting the impression that we may never have the opportunity to do business together. Do you think that's true?" Sometimes they answer "yes" and it frees me up to pursue others. But, sometimes my prospect lets me know they are still interested and often reveal new information that allows us to keep the relationship alive. |
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Thank You for your time and your business! |
Jeff Darnell
 Source Brokerage Inc P O Box 26580
Indianapolis, IN 46226
800.543.7167 ext. 225
800.856-3494 fax
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