1 Copyright 2023 Financial Scenarios. All rights Reserved. IF YOU ARE A LIFE INSURANCE AGENT WHO IS ALWAYS LOOKING FOR THAT NEW SILVER BULLET! HERE IS A DOCUMENT THAT INCLUDES HUNDREDS OF THEM! Brought to you by: Financial Scenarios LLC The How Much Company! 1-855-LESS-IRS
2 Copyright 2023 Financial Scenarios. All rights Reserved. What’s a 10? “A PROPERLY STRUCTURED MAX FUNDED INDEXED UNIVERSAL LIFE POLICY DESIGNED AS A SUPPLEMENTAL PLAN TO SAFELY PROVIDE TAX FREE GROWTH AND TAX-FREE ACCESS TO CAPTIAL AT ANY TIME, IS A 10!” THIS IS MOST IMPORTANT DURING ONE’S RETIRMENT YEARS WHEN ONE IS NO LONGER WORKING AND IS DEPENDING ON SAVINGS TO LIVE ON. DUE TO WAY THESE POLICIEY ARE STRUCTURED UNDER THE UNBRELLA OF A LIFE INSURANCE CONTRACT THEY CAN SAFELY ATTAIN MARKET LIKE RETURNS, PRIVIDE TAX FREE INCOME AND ONE NEVER, NEVER HAS TO RUN AND HIDE FROM A MARKET CRASH! “THIS IS TRUE, BECAUSE PROPERLY STRUCTURED MAX FUNDED IUL’S JUST DON’T, EVER CRASH!”
3 Copyright 2023 Financial Scenarios. All rights Reserved. A PROPERLY STRUCTURED INDEXED UNIVERSAL LIFE WHEN USED TO BUILD A TAX FREE RETIREMENT INCOME PLAN IS A 10! YOU MAY HAVE HEARD THE EXPRESSION THE MONEY IS IN THE LIST AND TO ELABORATE ON THAT, TO HELP YOU BOTH SELL AND EXPLAIN THIS CONCEPT TO YOUR PROSPECTS, THIS DOCUMENT INCLUDES MULTIPLE LISTS OF 10 OR MORE SHORT IDEAS THAT ARE PROVIDED TO HELP ONE SELL THIS MULTI PURPOSE FINANCIAL PRODUCT, CALLED MAX FUNDED INDEXED UNIVERSAL LIFE! Sometimes all it takes is just one Silver Bullet, This document contains 100’s of them!
4 Copyright 2023 Financial Scenarios. All rights Reserved. Introduction: Welcome! This document was created by Louis G. LaBash, Louis has been involved directly or indirectly in the insurance business for about 40 years. He is a Managing General Agent that has had the opportunity to work with 100’s of successful independent agents, many of which were and are agents in his current network. He is a fully licensed Life Insurance Agent, licensed in 12 states and has experience in the sales of Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, as well as Annuities, and in the past, he also sold Property & Casualty Insurance to both Individuals and Businesses. Louis was also a card-carrying Series 7 Registered Representative. In the technology area of the Insurance world, he was the leading sales representative for a major P&C Agency Management Systems software provider, and he also sold 21st Century Life Insurance Underwriting Systems to Major Insurers. He currently has a SAAS Software Membership Company, Financial Scenarios, that provides its key program, “The Last Great Tax Saver” as well as other interactive calculators, training, and video marketing tools to help members of the site, sell Life Insurance and especially Max Funded IUL as a Tax-Free Retirement Plan. The site contains interactive, life insurance graphical calculators, of Louis’s own creation, that easily convert a 40 page policy illustration into a simplistic single page graphical view, designed to help both agents and most importantly the prospects, understand the financial benefits and uses of Max Funded Indexed Universal Life Insurance Policies. Louis has drawn on his years of experience in the sale of Life Insurance, to provide you with this booklet, which contains hundreds of snippets and real information on how to sell this wonderful New Generation Product, IUL.
5 Copyright 2023 Financial Scenarios. All rights Reserved. A snapshot of what’s in the Document about Selling Max Funded Indexed Universal Life: Topics of discussion: 1. Selling Max Funded Indexed Universal Life (IUL) as a Tax-Free Retirement Income Plan requires an indebt understanding of the product and the benefits it provides. Here is a step-by-step QUICK START GUIDE to help you sell Max Funded IUL: 2. Building a tax-free retirement income using a indexed universal life (IUL) policy can be a smart financial strategy, as long as it's done properly. Here are some key considerations for constructing a successful IUL policy for this purpose: 3. The things one must take into consideration when building a properly structure max funded Indexed Life Insurance policy to create a tax free income retirement fund: 4. Ten reasons why a max funded indexed life policy is a better solution than Whole life when designing a tax free retirement income solution 5. Ten reasons why a max funded indexed universal life policy is better than a qualified plan if one happens to die young or suffers from a major critical illness or needs chronic care due to an illness or major accident. 6. In order to be successful at selling Indexed life to the public, you will need to have some easily understood attention getting elevator speeches as to why you prospect should consider buying a max funded indexed life insurance policy instead of a term life policy or a whole life insurance. 7. Ten reasons why some people might choose a max funded indexed universal life (IUL) policy over a Roth or Roth 401(k): 8. Here are 20 possible email subject lines for the sale of indexed universal life insurance:
6 Copyright 2023 Financial Scenarios. All rights Reserved. 9. The ten best reasons to use a properly structured max funded indexed life insurance policy as a supplemental tax free retirement income solution. 10. Ten reasons why a max funded indexed life policy is better than buy term and invest the difference or whole life as a retirement plan. 11. Ten reasons why an indexed universal life policy is better than a qualified plan based on flexibility for both making contributions as well as for gaining access to the money on an income tax free basis at all times: 12. Ten reasons why a max funded indexed universal life policy is a better solutions that a VUL when designing a max funded tax free income retirement solution: 13. Ten reasons why a max funded indexed universal life policy is better that a qualified plan for retirement income purposes due to current taxes and future potential income tax increases: 14. 10 reasons why a max funded indexed universal life policy is better than a qualified plan for your family’s security. 15. Max funded indexed universal life (IUL) insurance policies offer a unique combination of benefits that can make them a compelling option as a supplemental retirement plan. Here are some of the key benefits, with a focus on the tax advantages, safety mechanisms, and living benefit riders: 16. The ten best reasons to use a properly structured max funded indexed life insurance policy as a supplemental tax free retirement income solution. 17. The ten elevator speeches as to why you shouldn't put all of your retirement savings dollars into qualified plans. 18. The difference between selling universal life as a death benefit only policy verses selling a max funded index universal life policy to build a tax free income retirement account
7 Copyright 2023 Financial Scenarios. All rights Reserved. 19. 25 major financial concerns that Life Insurance, Disability Insurance, Long Term Care Critical Illness Insurance and Health Insurance Benefits that are provided due to your good work to the people that we deal with every day. Additional resources to help you find qualified prospects build relationships and close more sales to build your practice. Targeted Small Business Owner Lead Lists: https://5centleads.com Free CRM with email sending and tracking capabilities: https://5centleads.com/marketing-crm IUL Relationship Building Marketing Videos & Email Scripts: https://5centleads.com/7touches Max Funded IUL Comparison Sales Software https://tlgts.com MGA Agent IUL Product Support Site: https://taxfreemoneymachine.com If you have any questions about anything discussed in this document, feel free to call or write: Call: Louis G. LaBash at: 1-855-LESS-IRS Email: email@example.com
TO GET YOUR OWN COPY OF "IT'S A 10" IN AN EASY TO READ PDF FORMAT FOR JUST $14.99 CLICK ON THE SHOPPING CART! SOMETIMES, IT ONLY TAKES ONE OR TWO SALES IDEAS TO SELL AN INDEXED UNIVERSAL LIFE POLICY AND SOMETIMES IT TAKES A LOT MORE THAN ONE! "IT'S A TEN" CONTAINS HUNDREDS OF IDEAS THAT YOU CAN USE IN THE SALES PROCESS, TO MAKE THE SALE!