Event Details
An Educational Workshop Regarding One of The Most Important
Financial Decisions Of A Lifetime
HAVE YOU SEEN TV & MEDIA PITCHES ON HOW
“YOU CAN SELL YOUR LIFE INSURANCE POLICY FOR CASH!”
SOUNDS ATTRACTIVE—BUT FOLKS OFTEN RUSH INTO DECISIONS WITHOUT TRULY UNDERSTANDING THE CONSEQUENCES OF SELLING THEIR LIFE INSURANCE, OR WORSE YET, SELL AT A PRICE FOR FAR LESS MONEY THAN THEY COULD RECEIVE.
OUR SPEAKER IS ROBERT BERNSTEIN OF OLD GOAT CONSULTANTS.
HIS FIRM SPECIALIZES IN WORKING WITH SENIORS TO EDUCATE AND GUIDE THEM THROUGH THE COMPLEX, CONFUSING AND SOMETIMES CHAOTIC PROCESS OF SELLING YOUR POLICY.
TOPICS THAT WILL BE COVERED ARE:
- WHO QUALIFIES TO SELL THEIR POLICY?
- WHAT INFORMATION IS NEEDED?
- HOW LONG DOES IT TAKE?
- THE VARIOUS OPTIONS WHICH INCLUDE ALL-
CASH OR PARTIAL SALES
- THE FOUR KEY MISTAKES FOLKS MAKE WHEN SELLING THEIR POLICY.
- QUESTION & ANSWER SESSION
- INFORMATIONAL MATERIALS WILL BE DISTRIBUTED
THURSDAY, SEPTMEBER 17, 2PM
WHEN IT COMES TO SELLING YOUR LIFE INSURANCE POLICY
“AN EDUCATED CONSUMER IS OUR BEST CUSTOMER”