May 9, 2024
Help Business Owners Secure Their Top Talent with Nonqualified Plans
Make use of these new tools to prospect with business owners.
It is not uncommon to find businesses where 80% or more of production and/or profits can be associated with the work performed by 20% or less of its employees. The departure of a key employee can cause financial hardship for the business that depends on them. In this competitive job market, business owners are searching for more effective solutions to retain and reward their key employees.
Nonqualified benefit plans funded with life insurance may be exactly what business owners are looking for!
Our Advanced Sales Team has created resources to help educate both agents and consumers about nonqualified plans, such as executive bonus plans, nonqualified deferred compensation, and split dollar arrangements. These resources may be found on the Advanced Markets section of the agent portal.
But wait…there’s more.
Advanced Sales has created consumer videos to help educate you and your clients on the benefits and features of non-qualified plans as well as templates for you to send these videos to your small business clients and prospects.
Take Advantage of these New Tools for Prospecting with Business Owners
1. Open Outlook
2. Add ‘attach file’ to quick lookup bar
3. Select attach file
4. Select the email template HTML in your folder and click the down arrow to select ‘insert as text’
You have direct access to the Advanced Sales Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
or learn more on the Agent Portal,
look for this icon under Guides on the right side bar:
