RECENT SALES IDEAS

• Life Insurance Basic Training - a comprehensive review of life insurance (January 30,2012)
  Five different modules can be downloaded to cover basic information;
  like how premiums affect cash values to more complex topics like taxation rules on death benefits.
  Module 1: Introduction to Life Insurance
  Module 2: Fixed Universal Life Insurance
  Module 3: Life Insurance Illustrations
  Module 4: Death-Benefit Guarantee Universal Life Insurance
  Module 5: Basics of Federal Taxation of Life Insurance



• How to Neutralize Price Objections (article)
(January 30,2012)


• Selling to Seniors (article)
(January 30,2012)


• Are You A Referral Wimp? (article)
(January 30,2012)


• Reaching Hard-to-Reach Prospects with Referral Events (article)
(January 30,2012)


• Referrals: What’s Stopping You (article) (January 17,2012)
  Every salesperson you meet will tell you referrals are the best way to generate new business. So what's holding you back?

• 5 Helpful Hints For Your Next Lead (article) (January 17,2012)
  
• Super Sales Idea: Use IUL to mitigate retirement health care costs (January 17,2012)

• Now is the perfect time for an insurance portfolio review (fillable flyer) (January 17,2012)
  Customize and print this flyer and set those appointments with your clients and prospects today.

• Learn more about the importance of wills in financial planning (January 17,2012)
  Approximately half of all Americans die without a will.

• How to Get Prospects to Return Your Calls (article) (January 17,2012)
  
• NEW Newsletter for clients (January 17,2012)
  New "flip book" eMagazine is available for agents to share with their customers.
  The value of insurance is front and center in this new publication; which features an easy to use flip book feature. VantagePoint magazine is an independently produced quarterly publication that offers valuable information for mature adults. Access the magazine two ways:
  Flip Book: www.vantagepointtoday.com/VP/Flipbook/VantagePointWInter2011.html
  PDF: www.vantagepointtoday.com/VP/VantagePointWin1112Digital.pdf

• The Big Dollar Case That Got Away (article) (January 17,2012)
  When stakes are high, buying decisions may not have anything to do with you, your product offering or your value proposition. Instead, the decision might be determined by your client's history.

• Find Success in Consultative Solving (article) (January 17,2012)
  Clients look to you for financial solutions that fit their lives – today and down the road. Crucial to helping them pursue their goals is managing fundamental "LIFE" retirement risks.

• Prospecting Is Not a Hope (article) (January 17,2012)
  Conquer the pipeline challenge with these three referral strategies guaranteed to bring success.

• The Key to Unlocking Referrals (article)
(January 10, 2012)


• Insuring An Aging Population (article) (January 10, 2012)

• 2012: Resolve to Help Protect Your Financial Future With Life Insurance (article) (January 10, 2012)

• Mark Your Calendar for Success (article) (January 10, 2012)
  Don't overlook your greatest resource in 2012: your current clients.

• Making Life Insurance More Relevant to Women (article) (January 10, 2012)

• Nine Things Women Should Know About Estate Planning (Forbes article) (January 3, 2012)

• Self-Completing College Funding (fillable flyer) (January 3, 2012)

• Beneficiary Basics and Beyond (article) (January 3, 2012)

• Give your prospect a task (article) (December 28, 2011)



• Marketing to single parents (fillable flyer) (December 28, 2011)
  Single parents have a lot of responsibilities. They face the challenge of caring for children while trying to meet their own needs.
  Show your clients how United of Omaha’s Term Life Answers offers an affordable way of protecting the future needs of their children.



• Prospecting Postcard for United of Omaha’s Term Life Complete in NY (December 28, 2011)
  Click here for the order form. Contact Jeff at 800-258-7296 or jphilibotte@uuinc.com for help.



• Trust Owned Life Insurance (microsite) (December 28, 2011)
  Get updated consumer and producer materials to help make Trust Owned Life Insurance (TOLI) sales!
  These materials address the standard of care required of trustees as fiduciaries and explain how you may be able to help trustees reduce their risks
  while potentially maximizing what the trust may produce for the trust beneficiaries.



• Beat the Estate Tax Blow with Deferred Annuities and an Irrevocable Trust (article) (December 28, 2011)



• Selling Processes of Top Producers (article/slide show) (December 19, 2011)



• How to Counter Stalls When Selling (article) (December 19, 2011)



• Build a successful policy review practice – tips & proven strategies (December 19, 2011)



• The Importance of Life Insurance and Planning for Single Parents (December 19, 2011)



• The Perfect Option for Professionals & Business Owners (article) (December 12, 2011)

• Are You A 21st Century Salesperson? (article) (December 12, 2011)

• 4 Things Life Insurance Producers Can Expect in 2012 (article) (December 12, 2011)

• Consumers need our industry, expertise and products more than ever before (article) (December 12, 2011)

• Bringing Cold Cases Back to Life (article) (December 12, 2011)

• Small Business Owners Are A Tough “Get” For Financial Advisors (article) (December 12, 2011)

• Multi-Generational Marketing – Bridging the Gap Between Your Clients and Their Heirs (article) (December 12, 2011)

• Don’t Forget the Middle Market (article) (December 6, 2011)

• LIMRA: Majority of Serious Shoppers Bought Life Insurance in the Past 2 Years (article) (December 6, 2011)

• Help your clients consider long-term value and the flexibility to meet their changing needs (fillable flyer) (December 6, 2011)

• Life is Short – Will Your Client Be Insured “In-Time” (article) (December 6, 2011)

• Year-End Pension Plans Participate, Don't Procrastinate! (article) (December 6, 2011)

• Sales Success – 2 Case Studies (December 6, 2011)

• If We Can Differentiate Coffee, Why Not Life Insurance? (article) (December 6, 2011)

• Technology and the Middle Market – What Works (December 6, 2011)

• Creating Clients for Life (article) (December 6, 2011)
  A good business plan requires singular vision and commitment. Find out how one producer has built his practice with this critical goal in mind: creating clients for life.