Wealth Transfers and Finding the Money

[Justin Bilyj]

The COW system has 32 wealth transfers, and looking at Insurance Pro Shop they have a list of ways to help find the money.

I have two questions:

1. What is your opinion of this model of selling?

2. How many total ways can you help to find excess money for their planning, and what are they?

Appreciate any help with this

 

[DHK]

Depends on the context.

Do they really want you to help them fund their plan? If so, then you can suggest some ideas for their consideration. What is the higher priority?

Now, if you're doing it just to 'show off how smart you are' compared to their other advisor, or to hear yourself talk... then the prospect won't be motivated to make those changes... no matter how right you may be.