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Life, Long-Term Care, Disability and Annuity
sale ideas for your practice.
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Coffee Talk Newsletter
July 20, 2022

One Client, Multiple Opportunities

Finding the next sale is always on the running to-do list. Life insurance sales that are traditionally one-and-done aren’t always the right solution for your clients–or your business. See how a term + permanent solution might be the right option.

Expand Your Clients'
Retirement Income Options

The opportunity to grow cash value in an IUL insurance policy on a tax-deferred basis can potentially complement the income your clients receive from traditional retirement assets. Find out how.

July is UV Safety Month

With summer heating up, clients are heading outdoors to make the most of the season. Are they exercising sun safety? Check out North American’s pre-approved social media posts to share information on this important topic and educate clients on if life insurance is still possible with a past skin cancer diagnosis.

Call us today for any case help!
877-735-5528

www.sfbrokerage.com
email us

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Our mailing address is:
445 Hutchinson Avenue
Suite 800
Columbus, OH  43235

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