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Model “Private Banking” For Your Clients

Product-agnostic calculators prove the merits of life insurance for Banking




Thursday 7/9/2020 @ 12:00PM PDT

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Objection #1 – Your clients think that if they put money into life insurance now they can’t use it for other things

Objection #2 – They underestimate the growth and liquidity available, and inflate the surrender charges and fees in their mind

  • Visually quantify what they’re missing by keeping cash on the sidelines
  • (New) Liquidity Calculator demonstrates how minimal liquidity constraints early lead to massive windfalls later
  • Model how borrowing life insurance beats paying cash or buying term and investing the difference

For agents by a fellow agent

Visit Hutch’s YouTube Page

Model “Private Banking” For Your Clients

Product-agnostic calculators prove the merits of life insurance for Banking