The 5 Questions That Sell More IUL

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In this video, I provide advice for insurance agents on how to effectively sell Indexed Universal Life (IUL) insurance and annuities. I talk about the importance of gathering key data points from potential clients during the initial contact to create a compelling presentation that positions the agent as an expert and encourage clients to consider these financial products for their retirement planning.

0:00 Introduction and Context
0:13 Importance of Gathering Specific Data Points
0:31 Qualifying Call Process
1:30 Five Key Data Points
3:31 Handing Resistance and Building Credibility
  1. Jim Fisher
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