Thought for the day:
“I asked Darrell Royal, the coach of the Texas Longhorns, why he didn’t recruit me. He said, “Well, Walt, we took a look at you, and you weren’t any good.” Walt Garrison/Oklahoma State
If you will read no further:
Westland Financial has just completed testing a new service that will make placing simple term and universal life a no-brainer for financial planners. Imagine going on-line typing in your client’s name and date of birth and the amount of term insurance, how long a term period; then push the button to get every important term carrier’s rate.
Pick the one you want and push the button again. Answer just a couple more questions and push the button for the last time and we take care of the rest….formal application taken over the phone with the client, exam scheduled (if needed) required underwriting information gathered from their physicians and issue the policy. Then we’ll send the policy to the client (or to you, if you prefer) collect the premium and send you the commission. Trust me, you will be ashamed to earn that money with so little effort. But your client will get the best deal available.
If you want, you can put a link on your website and let visitors and clients do it all themselves. Then we will notify you that a request has been received and take care of everything for you…. and send you the commission. Just call (800)238-8144 or email Tim Morton and he will get you all set up….no charge. BECAUSE THAT’S THE WAY WE ROLL!
Thought for the week:
* Where they can invest
* When they can take out the proceeds
* When they must take the proceeds
* How much they must take
* And, what the taxes will be
* No restriction on how much you can contribute
* No tax on the appreciation
* Interest credited up to 13% when the S&P is cookin’
* Minimal cost to guarantee no losses
* Tax free income in retirement
* And, tax free distribution of residual at death