Episode #296: How to Position an IUL Sale in 60 Seconds


 

This post is intended for financial professional use only.

The human brain can process visual information so quickly and efficiency that it gathers 90% of all information visually. Think about the last time you received a collection of data or information. What did it look like? How effective was the visual presentation in furthering your understanding of the information in front of you?

It may be hard to communicate what a massive black-and-white table filled with rows and columns proves, but if a color-coded and detailed graph or chart shows the same information, it will make it easier and faster to get the point. Knowing what a difference visual aids make in furthering understanding, it’s only logical to utilize these same communication strategies when explaining financial concepts to a client.

In this episode of Money Script Monday, Kyle provides highly effective resources for clients that communicate how IUL is not just a product but a solution to potential financial problems from taxes and market volatility.

Resources Provided for This Episode


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About Kyle Tomko

Kyle Tomko is a Senior Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.