Exceptional service –
that's our promise
to you.
Every single one of your cases gets our personal, hands-on attention, with quick turnaround. Helping you operate more efficiently, serve your clients better and grow your paycheck isn’t just our job – it’s our commitment to you. It’s the ILB difference.
SALES STRATEGIES
It’s more than just sharing ideas. At ILB, we help you implement new strategies into your practice!
We lead the industry in communicating a number of popular strategies. Among them:
Business Valuations
Benefit: Position yourself as an advisor and open up a world of opportunities in the business owner marketplace. Read more.
ILB has developed a marketing program to help producers use the topic of business valuation as an entree to potential business owner clients. Business owners are often a producer’s best clients because they have a diverse range of personal and professional planning needs. Our step-by-step guide will take you through the process of getting started in a new and exciting market. ILB gives you access to resources and tools that will help you meet the planning objectives of business owners, including key person coverage and business succession planning.To learn how one producer closed a $100,000 premium case in just three months, read this case study.
Life Insurance As an Asset Class – Death Benefit
Benefit: The internal rate of return on the tax-free death benefit of a life insurance policy can be significant and an effective part of any asset allocation strategy. Read more.
In this time of unpredictable market performance, advisors are educating their clients on how to look at life insurance differently. By implementing an internal rate of return analysis, comparing life insurance to other assets and looking at all the benefits life insurance provides, many advisors are discovering new ways to provide value to their clients. Learn more how one broker implemented this strategy into his practice and discovered countless new sales opportunities in this case study.
Asset Maximization Strategies
Benefit: Help your clients significantly increase the money they pass to beneficiaries by repositioning assets into a more tax-advantaged vehicle. Read more.
Some retirees are in the enviable position of not needing to draw down their retirement assets to supplement their income. By using some of these assets to fund a life insurance policy, they can significantly increase the amount of money they pass to their beneficiaries. Removing assets from the estate and transforming them into life insurance allows wealth to be transferred with reduced income and estate tax impact.
ILB’s tools and resources are available to identify opportunities in this market..
Policy Review
Benefit: With premium rates falling due to changes in mortality, use this simple tool to save your clients money or increase their coverage. Read more.
In the past few years, mortality tables have changed and many carriers now offer more protection for the same price or the same protection for less. At ILB, we are helping producers implement a Policy Review strategy that enables them to uncover new ways to help clients and add value. Learn how one broker implemented this strategy into his business and uncovered countless new sales opportunities in this case study.
Who Do You Trust With Your Success?™
