The media has been bashing permanent life insurance for as long as I
can remember and I was in the business in the early 70ís.
Occasionally, someone speaks out on behalf of the merits of permanent
life insurance and that has happened recently. In fact, a couple of
conservative investment guys are calling permanent life insurance a
new investment class that you should have 5-10% of your assets in!
Iím sure many of you have heard about this video clip from CNBC... in
case you havenít seen it, here is the link.
Speaking of the merits of permanent life insurance, I have been
talking with top producer Annette Bau, CFP of Tempe, AZ about being a
guest on an upcoming teleseminar. In reviewing one of her articles:
"How to Join the 100% Insurance Closing Club,"
she shares a "no-nonsense" approach to dealing with
attorneys and CPAs who donít get behind permanent life insurance. Here
is her approach:
"You may also encounter resistance from other advisors, such as
attorneys and CPAs, who donít believe in life insurance. This is a
simple barrier to overcome. First, most advisors who say they donít
believe in life insurance simply donít understand it. When I encounter
an advisor who doesnít understand life insurance, I present the facts,
the clientís goals and objectives, and why I feel life insurance is
the best solution. If the advisor is still resistant, I simply state
that Iíll follow up with a letter of my findings and
recommendations, as I donít want to have any exposure if the client
dies. If youíve done a proper fact-finding and needs analysis,
the advisor will immediately get out of the way of your placing a
Have a productive May,
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