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Overcoming Objections to IULs & Premium Financing from HNW Prospects
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"Overcoming Objections to IULs & Premium Financing from HNW Prospects"
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Use these tips as a primer before you talk to High-Net-Worth (HNW) clients to ensure you can answer their questions and build trust.

An IUL is never an easy sell. Clients often come up with reasons to say no. This process becomes even more challenging with HNW clients who are pursuing high-return investments that they don’t want to disrupt to pay expensive insurance premiums. However, there are premium financing options you can present that help minimize disruption to their current finances, while getting them the insurance coverage they need.

Download this fact sheet for specific tips on how to overcome objections to IULs with premium financing strategies and ease your clients’ fears. Objections include:

  • These numbers sound too good to be true.
  • What happens if the policy doesn’t perform as expected?
  • I’m worried about putting up my collateral.
  • And more…

Don’t let common concerns stand in your way of getting more HNW clients the coverage they need and stimulating your own business growth in 2018!


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