Term & Perm Sales Strategy
Split Sale Strategy
A Sales Strategy to Meet Evolving Needs
As an agent, it’s frustrating to see families go unprotected or underprotected and leave a possible sale on the table. But finding a solution for a client doesn’t always have to be one type of insurance or the other.
Many clients may benefit from layered protection using a split sale with both a term and permanent policy. This way they can get the time-specific insurance coverage and death benefit they need with term life insurance, and the flexibility, living benefits, and permanence they want with index universal life — all while meeting their budget and financial goals.
Webinar
Watch our webinar to learn the ins and outs of the Term & Perm Sales Strategy.
Flyer
Download this flyer featuring the advantages of buying two different policies as well as a quick look at a breakdown of the numbers.
Video
Share this video with your clients to introduce them to the idea of buying two policies to help them reach their financial goals.
More options for your clients
As always, the ultimate goal is to get your clients the coverage they need and get more families protected. The Term & Perm Sales Strategy is designed to help you do that and provide what could be the best of both worlds for your clients.
For agent use only. Not for use with the Public.