by Bryan Setzler | Feb 22, 2023 | Blog
A client’s objection can quickly derail a sale, but a well-considered response is the key to success in moving them beyond it. Here are four common sales objections and the creative solutions to overcome them. It’s game time. You’re discussing a financial product... 
by Bryan Setzler | Jan 28, 2023 | Blog
To achieve greater sales success in the new year, agents must first listen to their clients to fully determine how to meet their life insurance needs. Here are some tips on how to grow your role as a true advisor for your customers. For many people, the New Year is... by Bryan Setzler | Aug 5, 2022 | Solutions
Bank financing provides additional leverage to deliver the highest projected stream of retirement distributions. Our plan designs supplement your personal funding with additional lender funding to super-charge your tax-free retirement benefits and do not require... by Bryan Setzler | Oct 9, 2020 | Solutions
Strategy to use government sanctioned loan rates to create wealth outside your estate. Long term government-mandated intra-family lending rates are at historic lows. Wealthy families can use these government-sanctioned lending rates to establish life insurance in... by Bryan Setzler | Sep 24, 2020 | Solutions
Deploy the gross proceeds from your large taxable transaction. Receipt of large taxable windfalls, like the sale of business interests or concentrated stock positions, often is a “once in a lifetime” event for most clients. However, most clients also face a “once in a...