- The spectrum of life insurance products (Term, UL, IUL, Whole Life, LTC-Hybrid...)
- How to choose and design products that deliver what the client wants
- How to audit an existing policy or proposed policy to determine if it’s a “maximum efficient contract”
- How to communicate to your IMO, insurance carrier, or in-house illustrator to design an appropriate contract
- How to integrate policy values into various COW presentations
Policy features and benefits - How to create the right mix of products
Life Insurance Design On-Demand
About the Course
Learn How To...
Demonstrate
- Various illustration platforms
- How to communicate the policy will accomplish what the client wants
- How to “maximum fund”, maximize leverage, and compare to alternatives
- The Private Reserve Strategy in action using the PEM
- How to “stress test” a policy for long term viability
Resources
- Six 90-minute Video Training Sessions
- Shared documents
- Ability to email coach(es) course related questions
About the Course
Learn How To...
- The spectrum of life insurance products (Term, UL, IUL, Whole Life, LTC-Hybrid...)
- How to choose and design products that deliver what the client wants
- How to audit an existing policy or proposed policy to determine if it’s a “maximum efficient contract”
- How to communicate to your IMO, insurance carrier, or in-house illustrator to design an appropriate contract
- How to integrate policy values into various COW presentations
- Policy features and benefits
- How to create the right mix of products
Demonstrate
- Various illustration platforms
- How to communicate the policy will accomplish what the client wants
- How to “maximum fund”, maximize leverage, and compare to alternatives
- The Private Reserve Strategy in action using the PEM
- How to “stress test” a policy for long term viability
Resources
- Six 90-minute Video Training Sessions
- Shared documents
- Ability to email coach(es) course related questions
Coaches (Instructors):
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Coaches (Instructors):
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
What members say: