Agency Rocket with Sean Meenan
We all know that an IUL can be a fantastic tax-free income tool, but how do we prove that to our prospective clients? What if there was a tool available that could help you mathematically prove to your prospects that an IUL is exactly the vehicle that they need to be able to enjoy a tax-free retirement? Well look no longer, Equis Retirement Solutions is excited to share a new software tool that will help you achieve all of this and build yourself a strong and happy client base!
F&G Rapid Issue Execudex IUL
Imagine leaving your client's home, and already knowing whether or not they are approved for their IUL! Tune in as SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by F&G’s National Accounts Vice President, Ben Holmes! Ben will be sharing information regarding F&G’s instant-decision Execudex product, along with how and when you can incorporate it into your portfolio of options!
Mutual Of Omaha IUL Products
Equis Nation has embraced the Mutual of Omaha IULE with a passion, and we are here for it! And here with SVP of Retirement Solutions, Pete Lee, & VP of Retirement Solutions, Bill Martin 2.0, from Mutual of Omaha, is Brokerage Sales Director, David Neal! David discusses all of the Mutual of Omaha IUL options, and recently announced upgrades to the illustration signature process!
Selling an IUL After a Mortgage Protection Appointment
Vice President of Retirement Solutions, Bill Martin 2.0, discusses how to increase customer loyalty by providing continued value to your clients. Planting seeds during your mortgage protection appointments ensures your return to the home, allowing you to help your clients overcome their retirement battles!
IUL Sales Tips With Ruben Basurto
The Equis Retirement Solutions department focuses on utilizing indexed life insurance products as a means for retirement strategies, college funding, small business solutions, and estate planning. This episode, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by RM and Diamond Elite Producer, Ruben Basurto, who shares some of his favorite tips and tricks for increasing your Indexed Universal Life sales!
Indexed Annuity Versus IUL
Vice President of Retirement Solutions, Bill Martin 2.0, explores and answers the common question, “When do I use an Indexed Annuity versus an Indexed Universal Life policy for somebody that is looking to save some money?” Compare and contrast these savings strategies to find the BEST solution for your client!
The Equis Retirement Solutions Specialist Program
Vice President of Retirement Solutions, Bill Martin 2.0, explains the importance of using a Retirement Solutions Specialist to help in close more indexed product sales and also explains the fantastic opportunity that Equis provides for you to become a Specialist and serve your team's indexed product needs.
How to Illustrate Tax-Free Income with the F&G IUL Product
The power of creating tax-free income through IULs and investment can be complex. Learn the keys to an effective and simplified IUL Illustration on EXACTLY what information should be shared with your potential clients from a true industry leader, Vice President of Retirement Solutions, Bill Martin 2.0.