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Building Legacies – Top Sales Concepts for Your Clients

May 7 @ 3:00 pm (EDT) - 4:00 pm (EDT) EDT

Life insurance is designed to meet your client’s changing needs throughout their lifetime – from birth, to beginning a career, to starting a family, through increased wealth, retirement, and finally wealth transfer. Life insurance also meets the protection needs of a small business owner. Today, we will discuss several individual and family sales concepts including Gift of Life, Spousal Limited Access Trust (SLAT), Survivorship Standby Trust (SST) and Legacy IRA. We will also discuss two business protection sales concepts, Key Person protection and Executive Bonus plans.

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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

TC110263(1019)1

For Agent Use Only – Not For Use With The Public

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