January 17, 2011

Webinar: Add an Extra 5k to 10k a month to your bottom line with a simple add on Sale that everybody needs

 

 

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A funeral trust equipped with the Legacy Safeguard service is simply the most powerful marketing tool you will find today.Join us on February 2nd, at 10 AM CST to find out more about how you can add this product to your portfolio. Cross-selling the funeral trust to your existing clients could prove to be very lucrative for you.Just as importantly a funeral trust satisfies your clients' needs.

 

To register for this webinar, please visit:

https://www2.gotomeeting.com/register/981348307

 

According to a recent National Funeral Directors Association survey, 90% of respondents confirmed that pre-funding a funeral is a good idea; 71% admitted that they would prefer to work with their agent/financial advisor to make these arrangements.

 

Still contemplating whether this product is a fit for your clients? Here are some points to ponder:

  • Funds are protected from creditors, such as nursing homes, hospitals, lawyers, credit card companies, etc.
  • Funds are excluded from the countable assets used for Medicaid & SSI qualification
  • Most states allow funding of up to $15,000 into the funeral trust
  • There is NO fee for the trust
  • Funds are paid directly to the funeral home with the excess going to the estate, usually within 48 hours of the claim being filed by the funeral home
  • The trust is very easy to explain and the paperwork is simple
  • The commissions are attractive and paid daily:
    • For example, a couple age 65 both start with a trust with a face amount of $10,000 with a growth rate of 2.0% and standard issue. The commissions to the agent on this couple would be $3,080!
  • Best of all, the plans issue ages 0-99, at standard or guaranteed; everyone qualifies
  • Legacy Safeguard benefits are included with no extra fee

Join us on February 2nd, at 10 AM CST.To register, please go to

 

If you have questions prior to February 2nd, feel free to give our office a call at

800-257-8246 or reply to this email with your phone number so that we may contact you.  We look forward to working with you soon!



 

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Web Address:
www.schaeferfinancialgroup.com

 

Contact Us:
(800)-257-8246
1090 2nd Street S Ste 2C 
Sartell, MN 56377