Accumulation Plan Questions

Question 1

Rollovers: Get Upside Potential with Signing Bonus Clozing Question

Answer 1

If we could continue to experience the upside potential of the market and eliminate the downside risk in your plan, with a signing bonus, would you make a change?

Question 2

Rollovers: Manage vs. Transfer Risk Statement

Answer 2

We don’t manage assets. We transfer risk and support the relationship.

Question 3

Rollovers: Simple Process Statement

Answer 3

This is a simple process. No taxes. No Fees. No Penaties. We confirm you’re account is eligible to be transferred, set up a new account and process your paperwork.

Question 4

IUL: Contribute the Most Clozing Question

Answer 4

If you knew there was a plan you could fund and take tax-free income from in the future, wouldn’t you want to contribute the most possible?

Question 5

IUL: Make vs. Keep Clozing Question

Answer 5

What’s most important to you, how much you make or how much you keep?

Question 6

IUL: Tax-Free vs Taxable Clozing Question

Answer 6

When you begin to recieve income during retirement, would you want it to be tax-free or fully taxable?

Question 7

IUL: Long-Term Commitment Clozing Statement

Answer 7

This program is successful if we keep it and fund it long-term. Otherwise, we are faced with a decision to increase our commitment to the goal or lower our expectations.