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Best-Kept Secrets to Generate Business-Owned Life Insurance Sales. James Hahn Vice President, Sales. Best-Kept Secrets to Generate Business-Owned Life Insurance Sales. Michael Gunnar Advanced Marketing Senior Consultant. Goals for Today’s Call. Identify opportunities
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Vice President, Sales
Advanced Marketing Senior Consultant
Provide practical concepts
Ask some “disturbing” questions
Offer a useful marketing tool
*U.S. Census Bureau www.census.gov/epcd/www/smallbus.html
**Personal Financial Planning September/October 1999
*Wharton Center for Applied Research Richard Hamm Risk Mgmt. Assoc. 2004
Only 35% of businesses survive the first generation*
Variety of needs to be addressed
Excellent source of referrals and networking opportunities
Each issue represents a question/goal of the business owner
Each concern represents an opportunity to provide solutions and build sales
Opportunity to address clients’ critical issues
Lessens the amount of business “left on the table”
What are your back-up plans in the event one of the brothers is no longer around?
Are any of your heirs prepared to take over the family business?
How much income could be lost as a result of a key employee’s death?
Are you prepared to run your business with your brother’s spouse?
What is your plan?
Why raise the issue?
How to raise the issue?
Identifies three different values for a business:
Next Kick-Off to Sales
End-of-Year Tax Strategies
Transamerica Insurance & Investment Group (“Transamerica”) and its representatives do not give tax or legal advice. This material is provided for informational purposes only and should not be construed as tax or legal advice. Clients and other interested parties must be urged to consult with and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here.
Discussions of the various planning strategies and issues are based on our understanding of the applicable federal tax laws in effect at the time of presentation. However, tax laws are subject to interpretation and change, and there is no guarantee that the relevant tax authorities will accept Transamerica’s interpretations. Additionally, this material does not consider the impact of applicable state laws upon clients and prospects.
Although care is taken in preparing this material and presenting it accurately, Transamerica disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it. This information is current as of November 2010.
OLA 2055 K 1110