Messages that WOW Audiences
Whether you’re doing seminars, lunch and learns, adult appreciation or adult education events, Vision Advisors offers several messages that can help you “start the conversation” with your clients or prospects. Retirement planning, longevity, inflation, long term care, wealth transfer, tax efficiency, etc. We have unique messages tailored to various age demographics (pre-
Using cash value life insurance to provide death protection as well as supplemental income in retirement. Cash value life insurance can be a tax-
Sell From Your Smartphone
Technology is everywhere, and we’ve harnessed it to provide an innovative way to reach prospective clients with the life insurance message and create leads. If you’re looking for a turnkey “agency in a box” solution to get in front of more qualified prospects and write more life insurance, then this is something you should consider.
Linked Benefit Solutions
7 in 10 retirees will experience a long term care event prior to death, yet less than 1 in 3 people over the age of 50 have done any planning for this likely event. Linked benefit solutions is an innovative way to deliver chronic care and long term care benefits to consumers, often without any additional expense. And with several of these solutions, benefits can be income tax free. Linked benefit solutions also eliminate the “use it or lose it” argument that many clients raise when long term care is discussed.
Build a Referral Based Business
On average, it costs nearly $300 to turn a suspect to a prospect, and ultimately to a client. Now that they’ve said YES the first time, wouldn’t it be great to leverage that relationship and not only become their Trusted Advisor, but to get that client to help you grow your practice by identifying and introducing you to your “ideal client”. That’s that a well-