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, by Michael Bonilla
Free Download , by Michael Bonilla
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Product details
File Size: 1709 KB
Print Length: 57 pages
Simultaneous Device Usage: Unlimited
Publication Date: February 19, 2018
Sold by: Amazon Digital Services LLC
Language: English
ASIN: B079Y45LRM
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Amazon Best Sellers Rank:
#280,650 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
Great ideas in this book. I would like to add that regular retirement plans (401K, etc) also have plan fees that aren't mentioned here, as well as how tough taxes can hit you at retirement, but I picked up some good ideas to share with my clients. His main point on a diverse plan is very important, as they can strengthen each other. This is a changing environment and may need to be updated from time to time.
This book gave very good insight on selling an IUL product. It broke down the how to's and things to avoid when presenting. I like that fact that it was very simply and easy to read. I think the author did a great job making the examples easy to understand. I will definitely incorporate some of the knowledge I've learned from this book. There was one spelling error I ran across but for the most part it is an excellent read for agents learning and selling the IUL products. I would highly recommend it.
Quick read that focuses on important key components when ascertaining whether or not a SLIRP is appropriate for your client!
At only 16 pages including lots of pictures and graphs, there wasn't much there to teach you how to actually sell an Indexed Universal Life policy.
I like your guidelines. Thanks for taking time to put this together. I will sure use your advice as I start the buisness and hope to change peoples lives while making few extra $$$$
Great book! Good for beginners and pros. Financial advisors should have one, too. Very clear and precise. Will read it again!
Nothing fancy, not much insights. Just a very basic overview of some IUL sales approaches. It mentions some terms without defining them, which new agents will likely have no clue about.
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