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Lazy Money Client Workshop

lazy moneyIn today’s volatile market conditions, many of your clients would rather stuff money under their mattress than suffer the ups-and-downs of the market. Even worse, some may think putting their money in the bank keeps it safe, only to see it earn less than one percent annually.

This client workshop appeals to “savers” because it offers the safety they desire but doesn’t lock it up in an annuity. It also allows immediate liquidity, yet provides more benefits by addressing their long-term care and chronic-care needs. The result is the sale of a single-premium whole life policy.

Lazy Money Introductory Video

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Additional Materials

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