Do You Fear Losing Current Clients?

Do You Fear Losing Current Clients? - Classified Ad

9/11 Memorial * September 11 attacks * World Trade

Tuesday, September 10, 2019: The Museum will close early for the 9/11 Community Evening. The last ticketed entry is 3:30 p.m.

Wednesday, September 11, 2019: The Memorial and Museum will be closed in observance of the 18th anniversary. The Memorial only will reopen to the public at 3 p.m.

Memorial: Open Daily 7:30 a.m. to 9 p.m.

Museum: Open Daily
Sunday to Thursday
9 a.m. to 8 p.m. (6 p.m. last entry)

Friday and Saturday
9 a.m. to 9 p.m. (7 p.m. last entry)

What is the minimum and maximum amount for clients relative to SRP?

The minimum annual payment is only $50K.  For example, if were were to do a 5 pay scenario into a life insurance policy, the total loan would be $250,000 at $50,000 annual premium payments for 5 years.  There is no overall maximum.  Our lender allows for up to two times the client's net worth to be loaned assuming the client can afford the interest payment.  Maximums for each individual client typically comes into play when working with the life insurance carrier to justify a death benefit amount.

If you are a business owner, tap here now for a conference call, just answer a few questions about your business.

What is the optimum age a prospect should be to take advantage of SRP?

When SRP is used specifically for retirement purposes, there should be approximately 10 years allowed for the policy to grow. Therefore, the 'oldest' age that a policy would be feasible to fund with the intention of retirement income is around age 60.  (This enables the policy to grow for 10 years and loans can begin as tax free income from the policy at age 70.)

If the policy is being used to fund Estate Planning or general death benefit needs then the maximum age is approximately between 80 - 85. This approximation must take into consideration the health of the client, the network and which carrier we will use.

For more info:  Lgpotter33@gmail.com

SRP for Insurance Agents/Brokers

If you are a broker and your firm already sells life insurance,  you may actually be at an advantage to present the SRP to clients. 

Within SRP we work with most of the A-rated carriers in the U.S. If you are already a writing agent for those companies then you are in a position to market SRP. Keep in mind, this would not be a conflict on our end, as SRP is not an insurance product, but does utilize WL, UL, and IUL's as a vehicle to help clients achieve their retirement goals.

For more info contact Larry G. Potter at Lgpotter33@gmail.com

Business Savings on a Contingency Basis

Business Savings on a Contingency Basis