Retirement Planning Education, with Andy Panko

#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao

Jun 1, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
How to Be a Successful Financial Advisor
02:09 • 4min
3
How to Sell Life Insurance
06:24 • 3min
4
How I Learned to Sell Insurance
09:08 • 3min
5
How to Defend the Average Consumer Who Doesn't Know When They're Getting Sold
12:01 • 4min
6
The Importance of Life Insurance
15:46 • 3min
7
The Importance of Permanent Life Insurance
18:42 • 5min
8
The Importance of Life Insurance
23:51 • 2min
9
How to Be a Successful Retiree
25:29 • 2min
10
The Cost of Life Insurance in Your 60s
27:57 • 2min
11
How to Compare Constraints in an Insurance Practice
30:19 • 2min
12
The Importance of Listening to Your Client's Arguments
32:01 • 2min
13
How to Sell Index Universal Life
33:49 • 4min
14
How to Sell Life Insurance
37:51 • 2min
15
The Cost of Life Insurance
40:14 • 2min
16
The Role of Life Insurance in Savings
42:39 • 4min
17
How to Structure and Fund Index Universal Life
46:27 • 2min
18
How to Fund a Universal Life Insurance Policy
48:32 • 3min
19
How to Design a Life Insurance Policy
51:20 • 3min
20
How to Calculate the Internal Rate of Return (IRR)
53:57 • 2min
21
The Benefits of Having a Fixed Income Alternative
55:52 • 2min
22
The Importance of Permanent Life Insurance in Retirement
58:14 • 2min
23
How to Find a Retirement Focused Firm
01:00:10 • 2min