Please click here if you would like more information about any of the webinars listed below:
- April 2012: An Excellent Wealth Gifting Strategy
This Sophisticated Modeling Strategy Can Help Your Clients Use Life Insurance to Transfer Their Wealth and Help Protect Their Estates
Join our FREE webinar to learn about an excellent Wealth Transfer Gifting Strategy. It can help enable your clients to purchase a life insurance policy at a potentially significant discount from the funds that are transferred to a trust, and can also increase that amount of dollars that you manage for your clients.
- March 2012: UL With Guaranteed Premiums, Pricing and Cash!
Universal Life Coverage That's Like "Term For Life!"
Join us at our free webinar to learn about a UL product that, with on-time payment of premiums, offers your clients GUARANTEED cash values that equal the death benefit at age 121 - all from an (A.M. Best) A+ rated carrier!
Three Product Options:
1. Long product guarantees
2. Lower face amounts, and conversions of term plans greater than five years old
3. Shorter payment periods covering long-term guarantees, and typical 1035 situations where an ongoing premium will be paid to guarantee coverage for life
- March 2012: This Product Hit $1B in Sales in 2011!
An old adage says that everyone wants to go to heaven but no one wants to die. It could also be said that everyone wants a long term care policy but no one wants to pay for it, especially because they're concerned they may never use it!
Join us at our free webinar where you'll learn about a universal life insurance policy that offers tax advantages, long term care benefits, income tax-free death benefits, and a money back guarantee.
This product has been so successful that it hit the $1 billion sales mark in 2011 and serves approximately 75,000 people nationwide!
- January 2012: An Untapped Referral Source!
Your clients consider you to be a trusted advisor - but do you enjoy that same status among your clients' other centers of influence?
Attend our free webinar to learn how to better translate "life insurance talk" into a language that will resonate with Wealth Managers and Investment Managers - so they will understand how life insurance fits into their clients' portfolios...and refer more clients to you! Topics include:
-
Why they should offer life insurance to their clients
-
Periodic reviews
-
IPS - insurance/investment policy statements
-
Diversification of assets and risk
- Tax avoidance
- November 2011: IUL Coverage with a Guaranteed Death Benefit!
It's strong enough to give your clients numerous future options. It's flexible enough to offer opportunities never before possible in a typical no-lapse policy. It's IUL coverage with "superpowered" growth potential and guaranteed protection!
Attend our free webinar to learn about an IUL product with:
- Up to a lifetime death benefit guarantee for all issue ages
- Substantial growth potential in Indexed Strategy (S&P 500, 1 year point-to-point)
- Guaranteed annual minimum interest rates:
- Indexed Strategy: 1%
- Fixed Strategy: 2%
- Target premiums higher than traditional no-lapse UL
- October 2011: Coverage for 10% of Premiums Paid!
Are you trying to sell more estate planning, but find that many of your clients have concerns about changing tax laws, new products that could better meet their needs, or simply changing their minds in the future?
Attend our free webinar to learn about a return of premium survivorship universal life policy that guarantees that qualifying customers will receive a significant refund of 90% of premiums after 10 years or 100% after 15 years - for any reason!
- September 2011: Broaden Your Horizons And Sales Potential By Going Global!
Don't limit yourself to the boundaries of the good ol' US of A...it's time for you to explore a brave new world of sales! Don't miss our FREE WEBINAR where you can learn how:
- To grow your foreign national business
- Your clients can enjoy the riches of their homeland as well as the life insurance protection available to them in the US It's possible for your clients to travel abroad without relinquishing their US-based life insurance policies
- To expand your world of prospecting with international underwriting
- June 2011: What If I Never Use It???
That might be the #1 objection agents hear when it comes to Long Term Care Insurance! Don't miss this FREE webinar where you will learn about a hybrid LTC/UL product that can help you overcome that objection and then some!!! This product offers your clients:
- Coverage for their long term care: If they have a LTC event, this product leverages their initial premium up to six times to pay for covered long term care expenses.
- Life insurance coverage: If they don’t need LTC benefits, this product pays an income tax-free death benefit, usually two times their initial premium, to their beneficiary.
- Coverage for their decision: If they decide not to keep the policy before the end of the 15th year, they will get back at least their initial premium (less any LTC benefits already received). Must purchase a separate rider to qualify
- May 2011: Are Your Clients Facing Their Own LeBron Dilemma?
Even in today's market, your clients' best and brightest employees can find opportunities to "take their talents" to another employer. But YOU can help your clients keep their "superstars" on their roster!
National Insurance Brokerage is pleased to host an exclusive webinar to discuss a new program that can help your clients retain key employees by allowing those employees to purchase a cash value life insurance policy that provides death benefit protection and helps them accumulate funds for retirement.
- May 2011: Term Insurance With Built-In Premium Waivers For Unemployment And Disability!
NIB is pleased to offer a webinar on this innovative term product that addresses many of today's market realities:
- At no extra cost, the policy will pay your clients’ premiums:
- For one year if they become unemployed
- Any time up to age 65 if they become disabled
- Guaranteed premiums that will not increase before age 65
- Conversion privileges available up to age 65 without additional medical testing
- April 2011: Offer Your Clients Guaranteed College Scholarships!
National Insurance Brokerage is offering a NEW PROGRAM that allows your clients to use the cash value in their life insurance policies to help fund a college education for their loved ones!
- Provides TAX-FREE funds for college
- Free LEAD PROGRAM and client marketing materials available!
- Revolutionary uncapped INDEX UNIVERSAL LIFE product
- The opportunity for you to earn SIGNIFICANTLY HIGHER COMMISSION as compared to the commission you would earn if your clients contributed the same amount to a 529 Plan!!
- April 2011: The HOTTEST Universal Life Insurance Product of 2011!
Learn about a flexible, innovative and affordable
UL product that offers options, choices and RESULTS:
- Significantly reduced early year premiums
- Rolling targets
- YEARS before break-even occurs
- An additional 3-7% of premium
The Two-Year Countdown Starts Now...
The Tax Relief Act of 2010 makes significant changes to the federal estate, gift and generation-skipping transfer tax for the next two years. Beyond that timeframe, the future of estate planning is unclear. Our webinar will address valuable legacy planning strategies to help clients take advantage of this window of opportunity. You'll learn:
- Strategies to overcome common client objections when it comes to
planning during times of estate tax uncertainty
- How legacy planning creates new sales opportunities
- Why life insurance is an essential tool for transferring and protecting wealth
- February 2011: Bonus and Tax Loan
Why aren't your clients using life insurance to reward the lifeblood of their companies? The heart and soul of any company is its employees. And even in today’s job market, your clients need to reward the best and brightest members of their staff…and traditional pension plans might not give your clients the flexibility they need. Learn how to help your clients provide key employees with an executive bonus — while minimizing the employees' tax implications!
- January 2011: Business Valuation
You don't wait until your clients are elderly to start talking about their life insurance needs — so why would you wait until they're ready to sell or retire from their business to start discussing their need for a business valuation?? Learn how periodic business valuations can benefit your clients and YOU! Our webinar addresses a variety of issues, including:
- Estate planning and estate/gift tax implications
- Business valuation and buy-sell review services
- Sales opportunities
- November 2010: Enhanced Charitable Trust
Today's low interest rates make the tax advantages of the ECT extremely attractive for many donors.* An ECT allows donors to:
- Receive a large current charitable income tax deduction
- Make a significant contribution to charity
- Transfer wealth to loved ones
- October 2010: Help Your Clients Achieve a Tax-Free Retirement
Most people invest in tax-deferred plans with the presumption that their tax rate will be lower after retirement. But considering the financial challenges our nation is facing, it’s extremely likely that taxes will increase in the future, negating the benefits of delaying tax payments until retirement. Best-selling author Patrick Kelly questions the traditional logic of participating in tax-deferred plans and instead offers an alternative solution that can help your clients achieve a “Tax-Free Retirement!”
- October 2010: Longevity Insurance
Learn how to:
- Use longevity insurance to replace the cost of life insurance
- Guarantee your clients a lifetime stream that will never run out
- Provide your clients more financial flexibility in the early years of retirement
- Craft a more complete retirement income strategy for your clients
- September 2010: Hottest Life Insurance Product of 2010!
Learn about a UL product that...
- Averages $703,000 in target premium
- Has no back end surrender charges
- Pays heap commissions
- Is guaranteed issue for 10 lives and limited guarantee for 5 lives
- Can open doors to wealth transfer opportunities
- Is positioned to supplement qualified plans for business owners and highly compensated staff
- Is so strong, CPAs and law firms are buying it for their own highly compensated staffs
- August 2010: Tax Loan — IRA/Pension Rescue Strategy. See how a low-interest tax-loan IRA/Pension rescue strategy compares to a Roth conversion
National Insurance Brokerage has access to a low-interest 20 year loan clients can use to pay taxes on an IRA or pension rescue strategy. The loan, which requires no personal guarantee, will allow your clients to invest the full amount of their plan into a UL policy.
National Insurance Brokerage has a new program designed to help you grow your business by tapping an often overlooked source of revenue-cash value accumulation life insurance (specifically, fixed index universal life).
|
