Conversation starters and sales concepts
For clients who don’t have life insurance — or who may only have it through their employer — it’s important to explain the value and benefits of an individual life insurance policy. Use these flyers and worksheets to help get conversations started.
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Why life insurance
Life insurance is for the living. Learn how your client's can protect, access and build wealth all while providing financial security for those they love.
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Life insurance planning guide
Determine the right amount of financial protection for your clients and ensure they have sufficient coverage.
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Life insurance infographic flyer
Explore the top 5 reasons clients own life insurance and how it can help them meet their evolving needs.
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Policy review evaluation worksheet
Understand your client's motivations and priorities around life insurance coverage with this comprehensive review.
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Take control of taxes
See a simple exercise you can do with your clients to help them understand how they can control their taxes in retirement.
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Tax efficiency worksheet
Lead your clients to a tax-efficient future with clear guidance on how to keep more of what they've earned.
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Life insurance that benefits your life
Help your clients discover th opportunities permanent life insurance provides during their lifetime.
Your external Lincoln life team
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Jorge L Uribe
External Wholesaler
Lincoln Financial Distributors
(470) 314-7309
jorge.uribe@LFD.com -
Bryan Haire
External Wholesaler
Lincoln Financial Distributors
(470) 562-5938
bryan.haire@LFD.com
