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Feb 6, 2009 9:20 pm

I am with an indy b/d and my annual production date is coming up(Mid may).. but I am short the minimum production level..by about $19K...


Any ideas on how to do that in about 3 months....I have a seminar set up for next month(so hopefully that will bring in some assets)..
 
Any other ideas..
Feb 6, 2009 9:29 pm

Seems like a small number.  What AUM do you need to get that $19K, or is it just 19K more in AUM?


Feb 6, 2009 9:45 pm

How much have you done, so far?

Feb 6, 2009 9:48 pm

Try to do some whole life policies.  MassMutual has a pretty nice policy that pays a great rate of return and pays pretty well.  Man, talking to all these insurance companies have warped my mind.

Feb 6, 2009 9:51 pm

Whole life....


Life insurance was never meant to be an investment.  All we should REALLY be selling is term.
Feb 6, 2009 9:56 pm

But I thought you couldn't be a Millionaire advisor unless you sold all types of life insurance?



Aw, man!

Feb 6, 2009 10:36 pm

$86K, but the min is $125K...

 
 
Feb 6, 2009 10:40 pm

Not to tell you how to do your math, but if the minimum is $125k and you are at $86, it seems you are $39k short, unless I'm missing something here, like you aren't including the $20k you did today.

Feb 6, 2009 11:55 pm

Yeah I have $96K(wrong button), but around $10K in feebased still coming in before the cutoof..so  I need $19K to be safe.. Any ideas?


Should I just buy a list and try that angle?
Feb 7, 2009 12:06 am

LPL... why wouldn't you worry about it?

Feb 7, 2009 5:52 am
RickRoss:

Whole life....


Life insurance was never meant to be an investment.  All we should REALLY be selling is term.
 
You are correct that it's not an investment.   The fact that it's not an investment is a major selling point.   It's all about the death benefit.   If someone believes that everybody should only buy term insurance, they don't understand life insurance.
Feb 7, 2009 10:42 am
anonymous:
RickRoss:

Whole life....

Life insurance was never meant to be an investment.  All we should REALLY be selling is term.
 
You are correct that it's not an investment.   The fact that it's not an investment is a major selling point.   It's all about the death benefit.   If someone believes that everybody should only buy term insurance, they don't understand life insurance.



Tell that to Suze Orman, personal finance guru, and one of the Top 100 most influential people in the world.  I bet she has more money than you and me combined, but she didn't get it selling whole life.

Feb 7, 2009 12:31 pm

Suze Orman? Nugga please.

Feb 7, 2009 12:36 pm

Suze Orman made her money by writing self-help books. 

Feb 7, 2009 2:29 pm

I'm a big Suze Orman fan.   She has very little financial knowledge and she was never a successful broker, yet she has become incredibly successful.   More power to her...just don't listen to her.

Feb 7, 2009 3:16 pm

Suze Orman knows a lot more about carpet than finance. I'm just sayin...

Feb 7, 2009 4:36 pm
RickRoss:


Tell that to Suze Orman, personal finance guru, and one of the Top 100 most influential people in the world.  I bet she has more money than you and me combined, but she didn't get it selling whole life.



You have just lost all the credibility that you didnt have in the first place.

Feb 7, 2009 10:45 pm
Sportsfreakbob:
RickRoss:


Tell that to Suze Orman, personal finance guru, and one of the Top 100 most influential people in the world.  I bet she has more money than you and me combined, but she didn't get it selling whole life.



You have just lost all the credibility that you didnt have in the first place.

 
I don't remember ever asking you.  Who are you again?
Feb 7, 2009 10:50 pm

Could we get back to the topic??

Feb 7, 2009 10:52 pm
RickRoss:
anonymous:
RickRoss:

Whole life....


Life insurance was never meant to be an investment.  All we should REALLY be selling is term.
 
You are correct that it's not an investment.   The fact that it's not an investment is a major selling point.   It's all about the death benefit.   If someone believes that everybody should only buy term insurance, they don't understand life insurance.



Tell that to Suze Orman, personal finance guru, and one of the Top 100 most influential people in the world.  I bet she has more money than you and me combined, but she didn't get it selling whole life.

 
 

F'ing WOW... Love how you explained who she is, as if people here don't know.
 
Get ready to meet Ronald McDonald, fast food guru, and your future boss.