Weekly Reporter – October 27th, 2015

Watch a video on how to get started with Social Media, starting the LTC conversation and more in this week’s newsletter.

Video: Social Media Prospecting It’s important to be where your customers are, and today, that’s on social media. Watch this video to learn tips and tricks to help you prospect for clients using social media. Watch video.   Zero Estate Tax Studies have shown that for each dollar of tax revenue given up as a result of charitable tax deductions, more than a dollar of charitable benefit is produced, thus reducing the burden on the government to fund charitable programs. This “Zero Estate Tax” strategy demonstrates that it’s possible to reduce or even eliminate a client’s estate tax burden while simultaneously benefiting a favorite charity and his or her heirs. Learn more. Tools to Help You Start a LTC Conversation November is LTC Awareness Month. No one likes talking about getting older.  And most people don’t want to think about a day when they may have to rely on some else for help. Yet planning for that day is something everyone should do.  If you find it difficult to start the conversation about LTC planning, here are some tools to help get people talking. Read more. Using Life Insurance to Leverage Alternative Assets There are many benefits to life insurance ownership—whether it’s by a trust or an individual. For example, consider how life insurance can help provide a financial hedge to your clients’ portfolios for assets that are earmarked for wealth transfer. With this new client brochure, you can help guide them through the benefits of owning life insurance and provide two scenarios that illustrate how leveraging alternative assets using life insurance may help maximize their wealth transfer. Read more. Rethink How to Pay for College Do your clients feel they have to decide between providing for their family’s protection or paying for college? Not with life insurance. Learn how life insurance can play an integral role in your clients’ college funding strategy. Read more. Video: Speak Your Customers’ Language When speaking with your customers, are you talking about the things that matter to them? What matters in financial service products to Baby Boomers isn’t the same as Generation X or Millennials. Make sure you are speaking your customers’ language by watching this short video.