Live On & Leave On Money

Our next Coffee With Closers series will focus on working with seniors to reposition assets for "live-on" and "leave-on" money. Our strong portfolio of products is designed to maximize your ability to meet these needs and this series will show you the sales concepts that will help you find the money and position it in the most tax-efficient ways. Our top agents will share real cases with you so that you can position your clients for lifetime income and legacy solutions. If you want to maximize your year-end results, you do not want to miss this series. 

• Sept 7th: Annuity Solutions: Saul & Ed will review a variety of annuity solutions and benefits that will help solve client problems. 
• Sept 14th: New Carrier Product & Case Study: We will introduce an exciting new product from our key partner, National Western Life, along with a case study showing how the product solved a real client's problem. 
• Sept 21st: Advanced Strategies for Live On & Leave On Money: Charles Durfee will share advanced strategies for shifting from live-on to leave-on solutions including a few case studies. 
• Sept 28th: Finding the Money: Our focus will be on finding the money to fund annuity sales for your final expense clients. You may not know it, but suitability forms can be your best friends for making new sales.
• Oct 5th: Case Studies: We will be sharing more case studies on sales completed by FFP agents.