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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

[quote=RickRoss]

Whole life....

Life insurance was never meant to be an investment.  All we should REALLY be selling is term.[/quote]   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

[quote=anonymous][quote=RickRoss]

Whole life....

Life insurance was never meant to be an investment.  All we should REALLY be selling is term.[/quote]   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.[/quote]

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

[quote=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.
[/quote]

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

Feb 7, 2009 10:45 pm
Sportsfreakbob:

[quote=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.
[/quote]

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

[quote=RickRoss] [quote=anonymous][quote=RickRoss]

Whole life....

Life insurance was never meant to be an investment.  All we should REALLY be selling is term.[/quote]   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.[/quote]

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.
[/quote]     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.