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Kestler Connection - 4/26/2011

Posted by: Kestler Financial Group on 4/26/2011 | 0 Comments
Inside this Issue:

  • From the Desk of Tom Kestler - Why Annuity Sales Are Booming During the Recession
  • Get Ready for Aviva's National Brand Campaign
  • Aviva Field Update: Transition Guidelines for Refreshed NLG
  • MD Senior Designation Memo
View the full email here.
Categories: Kestler Connection

Don't Forget the Second Sale

Posted by: Jeff Reed on 4/26/2011 | 0 Comments
Post by Jeff Reed, Kestler Financial Group Director of Life Insurance Sales

Estate Planning is on everyone's mind in the high net worth space these days. As good as the reasons are for that focus, lost in the shuffle are the other opportunities that the transfer of assets can create.
Categories: Life/LTC

My Business Is Worth What?

Posted by: Jeff Reed on 4/19/2011 | 0 Comments
Post by Jeff Reed, Kestler Financial Group Director of Life Insurance Sales

There are really two ways you can read today's title: shock at how high the number is, or a horrified gasp at how little you have to show for your hard work as a business owner. The reality is that most business owners have absolutely no idea how much their business is worth or how to go about making that determination. The trouble we run into as advisors as a result is twofold. How do we motivate the owner to take action securing his business through key person insurance and a properly structured buy/sell agreement? If we manage to navigate that process, how do we come to a solid recommendation on the proper amounts of insurance?
Categories: Life/LTC

Kestler Connection - 4/19/2011

Posted by: Kestler Financial Group on 4/19/2011 | 0 Comments
Inside this Issue:

  • SPECIAL ANNOUNCEMENT FROM KESTLER FINANCIAL
  • Aviva Field Update: Two Important Deadlines on May 1
  • ANICO Financial Update
  • ANICO Worksite Simplified Issue Program
  • Aviva Annuity Product Changes Approved in IN, TX
  • Aviva to Conduct Brand Research
  • Reminder of New Independent Producer Contract
  • Reminder About Pretext Marketing and Sales Practices
  • Spring 2011 Version of AMO Suite Now Available
  • ANICO April Mid-Month Update
View the full email here.
Categories: Kestler Connection

What the Heck is an "Insurability Reserve?"

Posted by: Jeff Reed on 4/12/2011 | 0 Comments

Post by Jeff Reed, Kestler Financial Group Director of Life Insurance Sales

The first quarter is in the books, and I am looking for ideas that will make the balance of the year even better. I'll bet you are as well. My recent experience on a few cases in the older ages could be a good place to look for more sales. The issue we ran into was we could not issue the face amount the client requested for income replacement purposes. The question is why did we run into this problem in the first place?
Categories: Life/LTC
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