Are You Using the Tax Code to Sell Insurance or Annuity Prospects

You know what really bothers your prospects?

The words "taxes" or "taxation" and "the IRS".

Those words generally trigger a strong subliminal response, and elicit a strong negative reaction.

Because your prospects are over taxed, and they resent having to pay so much of their money to a government that is not held to the same fiscal accountability or responsibility that they are.

So you know what your prospects really like to hear about?

Tax deductions, tax savings, tax advantages, tax benefits, and tax exemptions.

And when you reference specific sections of the tax code, as they relate to life insurance and annuities, you do two things:

1. you establish an objective foundation for your recommended solution, based on a recognized authority (the IRS)
2. you establish your own credibility and professionalism by your practical knowledge of the tax code; and
3. you tap into the prospect's desire to minimize taxation by taking advantage of valuable tax advantages available to them only through insurance and annuities.

That's why one of the most currently appealing Credit0 solutions is helping people create tax free retirement income with Equity Index UL.

And referencing those sections of the tax code that make tax exempt income possible, also makes EIUL credible - because people "trust" the tax code.

What's more, they want to know about any tax benefits or provisions they can take advantage of.

In fact, one of the most common complaints you'll hear from people regarding their taxes, is that their tax advisor (usually a CPA) does not "proactively" inform them of tax savings opportunities.

Most tax advisors are RE active - not PRO active.

They answer questions about what is deductible and what is not, and typically make some suggestions to optimize their tax deductions.

But they do not (as a rule) help their clients PLAN to minimize taxation.

And if you focus your discussion with prospects on minimizing taxation of their retirement income (instead of product features) you will find a very willing and receptive audience.

You know what really bothers your prospects?

The words "taxes" or "taxation" and "the IRS".

Those words generally trigger a strong subliminal response, and elicit a strong negative reaction.

Because your prospects are over taxed, and they resent having to pay so much of their money to a government that is not held to the same fiscal accountability or responsibility that they are.

So you know what your prospects really like to hear about?

Tax deductions, tax savings, tax advantages, tax benefits, and tax exemptions.

And when you reference specific sections of the tax code, as they relate to life insurance and annuities, you do two things:

1. you establish an objective foundation for your recommended solution, based on a recognized authority (the IRS)
2. you establish your own credibility and professionalism by your practical knowledge of the tax code; and
3. you tap into the prospect's desire to minimize taxation by taking advantage of valuable tax advantages available to them only through insurance and annuities.

That's why one of the most currently appealing Credit0 solutions is helping people create tax free retirement income with Equity Index UL.

And referencing those sections of the tax code that make tax exempt income possible, also makes EIUL credible - because people "trust" the tax code.

What's more, they want to know about any tax benefits or provisions they can take advantage of.

In fact, one of the most common complaints you'll hear from people regarding their taxes, is that their tax advisor (usually a CPA) does not "proactively" inform them of tax savings opportunities.

Most tax advisors are RE active - not PRO active.

They answer questions about what is deductible and what is not, and typically make some suggestions to optimize their tax deductions.

But they do not (as a rule) help their clients PLAN to minimize taxation.

And if you focus your discussion with prospects on minimizing taxation of their retirement income (instead of product features) you will find a very willing and receptive audience.