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  • Home
  • Agent Tools
    • Doing Business with DIL
    • Needs Analysis
    • Life Quotes
    • LTC | DI | Annuity Quotes
    • Underwriting Forms
    • XRAE Underwriting Tool
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    • Policy Service
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  • Sales & Marketing
    • Annuity
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    • Long Term Care
    • Life Insurance
  • About
    • About Us
    • Meet the Team
    • Contact Us
  • Your Life Department
23 Aug 2012
Designs In Life
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Sales Tips

SALES IDEA: BEFORE MAKING THE CALL

Take the time to prepare to talk on the phone.  Know your prospect.   Review relevant notes you’ve taken in the past.  Check out LinkedIn or Facebook or other social media on which the person you are calling might have posted their latest...
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23 Aug 2012
Designs In Life
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Life Insurance

ILLUSTRATIONS: TO SHOW OR NOT TO SHOW

Life insurance illustrations are a two-edged sword.  They allow you to talk about how a contract works, but many prospects will look at an illustration and think that since their name is on it and it’s in print, it must be a...
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13 Aug 2012
Designs In Life
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Sales Tips

SALES IDEA: LEAVING PHONE MESSAGES

Should you or should you not leave a voicemail when you’re prospecting?   There is probably some justification for not doing so, but the question that must be asked is why would you take the time to call a prospect and then hang...
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13 Aug 2012
Designs In Life
0 Comments
Life Insurance

Accessing Cash Value: Loans, Withdrawals, or both?

Many people have been sold cash-value life insurance with the off-the-cuff comment by the agent that “you can take loans on your cash value tax-free and never have to pay them back.”  That statement is essentially true, but is it a good...
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