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An advisory prospect emailed me this morning in advance of a meeting on Monday with one of those videos on the benefits of cash value life insurance, asking if I offer this strategy.
(I've noticed, by the way, that like many other videos, it never says it's talking about Whole Life, it just discusses the benefits)
Anyway, I'll be including that option in our meeting. But for those of you who work with High Net Worth clients on CVLI, how do you bring up the topic? It seems to me that many people automatically turn off when CVLI and annuities are brought up - how do you introduce the topic?
.
An advisory prospect emailed me this morning in advance of a meeting on Monday with one of those videos on the benefits of cash value life insurance, asking if I offer this strategy.
(I've noticed, by the way, that like many other videos, it never says it's talking about Whole Life, it just discusses the benefits)
Anyway, I'll be including that option in our meeting. But for those of you who work with High Net Worth clients on CVLI, how do you bring up the topic? It seems to me that many people automatically turn off when CVLI and annuities are brought up - how do you introduce the topic?
.