Sales Tips

Start Them Young

1/1/2025

Encourage parents to consider child life insurance to secure their child’s future, lock in lower premiums, and ensure insurability. Highlighting the benefits strengthens their confidence and your role as a trusted agent.

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Term Laddering for Flexibility

12/1/2024

Term laddering involves buying multiple term life policies with different coverage periods to match changing financial needs. It offers cost efficiency, flexible coverage, and the ability to adjust as circumstances evolve.

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The Power of Referrals

11/1/2024

Create a network of advocates for yourself by leveraging the power of referrals to expand your clientele and establish trust with potential polichyholders. Your current clients are your best source for future business.

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Think Creatively About Life Insurance

10/1/2024

Catholic Financial Life offers a 20-pay whole life policy combined with a 20-year term rider to create a transition life solution, addressing income replacement and legacy planning.

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Instant Decision Term Saves You Time

9/1/2024

Instant decision term life insurance offers quick approval, no medical exams, and attracts clients seeking fast coverage, providing a competitive edge and building trust with clients.

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The Role of Life Insurance in Retirement Planning

8/1/2024

Consider using permanent life insurance as a supplemental retirement planning tool due to its conservative asset class, tax-deferred growth, tax-free death benefit, and premium flexibility.

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