I'm going to tell you a way to get your foot in the door and help clients while you are at it.
I went 3 years after buying my new home, before someone told me what Homestead Exemption was and how it could save me money on my property tax bill. No one in 3 years had told me about this and how simple it was to file it. Homestead means that you live in the home that you own and they gov't gives you a small break in your property tax bill. I could not believe that something like this was out there and I didn't know about it. So I called the local court house and asked them if this was for real, and she told me yes and to come down and just sign one sheet of paper that said that I live in the house that I own and do not rent it out. It was very simple. I save $700 dollars a year or you could look at it, I wasted $2,100 because no one ever told me about this. In the sub division that I live in, you have to be the homeowner and the homeowners can't rent out their homes. So I went door to door, asking all of my neighbors did they know about this, and less then half of them did. I became the hero of the subdivision over night. The avg homeowner saved at least $400 a year, some of them saved more.
Now I'm going to tell you how this can help you reach new clients or help some of the clients that you already have.
I look up most deeds on local tax assessors website's and it shows me if they have filed this or not. I can tell if they are renting out the house, by if the mailing and physical address match. But you would not have to do this. I think at least 1/3 of the homeowners have not ever heard of this or know how to do it.
So I would start off by writing them a letter introducing myself to them and tell them that I'm the local life insurance agent and I would love to help them save some money on their property tax bill. I even send them the form that I got from the court house when I went, that explains how to do this. I give them the number to the court house, in case they have any questions. I offer them some of my other free services like my free living wills, free credit reports and let them know that I'm here to help them and I can also protect their family if something happened to them. I tell them there are a number of things that I can help them with.
After they go and file and see how much money they will save on their next tax bill, they usually always call me and thank me, which gives me another chance to offer my services to them. Also think that most people have already budget this money to pay for the tax bill each year, and this may help them afford some insurance. In my case I now had $700 a year to spend on something else.
I want to save them money, and then protect their family at the same time.
I have made an audio tape on this, if you will email me at [email protected] I will forward it to you. This is a new tape that I have made and hope this idea helps someone.
Just some food for thought and you may take this idea of mine and make improvements on it. Also if you have not filed homestead yet, don't feel bad. It took me 3 years to do it.
Mark Rosenthal
www.realfastservice.com
I went 3 years after buying my new home, before someone told me what Homestead Exemption was and how it could save me money on my property tax bill. No one in 3 years had told me about this and how simple it was to file it. Homestead means that you live in the home that you own and they gov't gives you a small break in your property tax bill. I could not believe that something like this was out there and I didn't know about it. So I called the local court house and asked them if this was for real, and she told me yes and to come down and just sign one sheet of paper that said that I live in the house that I own and do not rent it out. It was very simple. I save $700 dollars a year or you could look at it, I wasted $2,100 because no one ever told me about this. In the sub division that I live in, you have to be the homeowner and the homeowners can't rent out their homes. So I went door to door, asking all of my neighbors did they know about this, and less then half of them did. I became the hero of the subdivision over night. The avg homeowner saved at least $400 a year, some of them saved more.
Now I'm going to tell you how this can help you reach new clients or help some of the clients that you already have.
I look up most deeds on local tax assessors website's and it shows me if they have filed this or not. I can tell if they are renting out the house, by if the mailing and physical address match. But you would not have to do this. I think at least 1/3 of the homeowners have not ever heard of this or know how to do it.
So I would start off by writing them a letter introducing myself to them and tell them that I'm the local life insurance agent and I would love to help them save some money on their property tax bill. I even send them the form that I got from the court house when I went, that explains how to do this. I give them the number to the court house, in case they have any questions. I offer them some of my other free services like my free living wills, free credit reports and let them know that I'm here to help them and I can also protect their family if something happened to them. I tell them there are a number of things that I can help them with.
After they go and file and see how much money they will save on their next tax bill, they usually always call me and thank me, which gives me another chance to offer my services to them. Also think that most people have already budget this money to pay for the tax bill each year, and this may help them afford some insurance. In my case I now had $700 a year to spend on something else.
I want to save them money, and then protect their family at the same time.
I have made an audio tape on this, if you will email me at [email protected] I will forward it to you. This is a new tape that I have made and hope this idea helps someone.
Just some food for thought and you may take this idea of mine and make improvements on it. Also if you have not filed homestead yet, don't feel bad. It took me 3 years to do it.
Mark Rosenthal
www.realfastservice.com
