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Uncover Life Insurance Opportunities with Your Existing Clients

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You are surrounded by life insurance opportunities...you just may not know it.

It’s not a stretch to say that every one of your clients should be asked about concerns that life insurance can help them address. The key is to quickly identify opportunities and provide solutions to meet clients’ needs. From simple answers to more advanced concepts, being able to identify the strategy that best meets your clients' needs is the primary goal.

 

Want help finding possibilities with your clients? We’ve got you covered.

Get the help you need with the Client Profiler tool. It can help you easily discover opportunities within your existing client base to better serve their needs.

Five main areas of client concern are:

  • Basic Life Insurance — Covering topics such as income protection, policy review, and a balanced approach for long- and short-term insurance needs.
  • Retirement Planning Strategies — Bringing tax-efficient solutions for Life Insurance in Retirement Planning (LIRP), chronic or terminal illness concerns, and surviving spouse or longevity needs.
  • Wealth Transfer Strategies — Showcasing more complex strategies, like Asset Protection Plus, Completing the Dream, Estate Tax Impact to Beneficiaries, Leveraged Gifting, and Estate Equalization.
  • Business Planning and Succession — Highlighting the reasons business owners need life insurance, whether for Business Continuation or Executive Benefits.
  • Unique Planning Strategies — Focusing on special circumstances where life insurance can help; like Special Needs Planning and Charitable Giving.

 

The Client Profiler tool works by client concern or profile.

  1. Think about and look at your existing clients and prospects.
  2. Knowing what protection they have in place can lead you to an unresolved concern that may need to be addressed. Or, look at the client profiles in each category to see who in your client base fits.
  3. Asking a few pointed questions can solidify the concern or not and lead you toward a solution.
  4. Check out the products or strategies that can best address your client's area of concern.

Life insurance can help address many of your clients' concerns. Our Client Profiler can help you along the way.

Click here to download the interactive Client Profiler PDF opens in new window

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Advisors - Life Insurance

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Life Insurance Sales Desk

    Call Us: 844-458-9006

   Email Us: lifesalesdesk@prudential.com

If you’re already appointed with Prudential, visit PruXpress to learn more about how life insurance can help your clients meet their protection needs.

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Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Created Exclusively for Financial Professionals. Not for Use with Consumers.

For Compliance Use Only: 0289290-00002-00 Ed. 02/2018