
Batter Up: Multiple Planning Uses for Life Insurance
Gameplan Details:
Date: Wednesday, March 12th
Doubleheader: Game 1: 9:30-11:45 am, Intermission (Lunch): 11:45 am-12:30 pm
Location: Cambria Hotel Maple Grove – 9655 Grove Circle N, Maple Grove, MN 55369
Scouting Report:
A good baseball player can do one thing well. A great baseball player can do multiple things very well! In a client’s financial game plan, life insurance can be one of those great multiple-use players, depending on the need. Are you looking for a Gold-Glove type of player that focuses on defense? Are you looking for a Cleanup Hitter to hit a big home run?
A properly chosen and structured life insurance contract can either be your “Gold-Glove Shortstop” when we think of PROTECTION. Or, if you are looking for a “Cleanup Hitter” when we are thinking ACCUMULATION.
Join us for a doubleheader to discuss how these different client goals will make a big difference in policy design and product selection. We will have two games, each with a different discussion. You can join us for either game OR both!
We will discuss how to identify clients to proactively reach out to them, language to use, questions to ask, and review case studies to help your clients add financial security to your client’s batting lineup!