Sales Strategies

Take advantage of strategies that can help you grow your large-case practice, including solutions to meet affluent clients' needs and resources for making connections with their centers of influence.

 

Your clients: the affluent

High-net-worth clients often require sophisticated and complex solutions to meet their planning needs. Our industry-leading Advanced Markets team can help you develop strategies to address these challenges, with help such as:

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Estate Planning Guide
Charitable Planning

Your partners: centers of influence

Use the following resources with estate-planning attorneys, CPAs, and other advisors.

 

Focus on GRATS

Limra Article

Rolling GRAT Calculator

Our NEW Rolling GRAT Calculator produces a client approved presentation tailored to your case, including a:

  • Personalized GRAT overview page
  • Calculations for each GRAT
  • Summary pages
  • Full-accounting pages

Sample presentation

Planning in action

Planning in action

In this Planning in Action, see how a producer used our new GRAT calculator to show his clients how they could exit from a split dollar arrangement and move forward with their insurance funding.

 

Let us help you navigate your next large case: call us at 888-266-7498, option 2


  1. 2018 Insurance Barometer Study, Life Happens and LIMRA.
  2. Insurance Forums, https://insurance-forums.com

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