

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