January 192017 Standards New Product wwwfirstheartlandcomdi Platinum Advantage More Flexibility with Premium Design Pick and choose riders New Rider Family Care Benefit ID: 675971
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Slide1
Revenue-Generating Ideas for a Successful 2017
January 19,2017Slide2
Standard’s New Product
www.firstheartland.com/di
Platinum Advantage
More Flexibility with Premium Design:
Pick
and choose riders New Rider: Family Care Benefit Only with Standard Coverage extends to client so they may take time from work to care for a child, parent, spouse and domestic Partner with a serious health condition Provides monthly payments as aa supplement for an income loss of 20% or greater. Offers two residual rider options: Basic & Enhanced (Enhanced plan is more for the high income client or Class 5A) Choice of True Own Occupation or Basic Own Occupation RiderSlide3
College Planning
Podcast
Available
Podcast.firstheartland.com (needs
itunes on computer)Podcast2.firstheartland.com (on iphone)Slide4
Albridge Update
Responsive layouts across devices
Improved navigation
Created
new client dashboard featureSlide5
Objectives
Provide Advisors will flexible revenue generating sales ideas to launch a great year
Lemons to Lemonade DOL VanquishedSlide6
Agenda
Stoyan:
FIA alternative with the accumulation you want and the protection you need
Steve:
Eliminate Three Fears with One SaleScott Bybee
: DOL Provides an Exciting Opportunity for your BusinessSlide7
FIA
alternative with the accumulation you want and the protection you
need
Most popular product in FHC distribution
FIA AlternativeTop Reasons People Like It
5 Index Choices (S&P 500, Russell 2000, MSCI EAFE, NASDAQ 100, Bloomberg Commodity) in 1,3, 6 Year Term Lengths26 Downside Protection Options with or w/o ROP at DeathNo FeesShort 6-Year Surrender Charge Schedule (9, 8, 8, 7, 6, 5)
Mix Multiple Strategies; Build LaddersMOST POPULARMetLife ShieldSlide8
Top Reasons to Sell This Hybrid
Customizable
Choose from Five Indices
(
S&P 500, Russell 2000, MSCI EAFE, NASDAQ 100, Bloomberg Commodity
Choose from Three Term Lengths(One Year, Three Year, Six Year)
Downside Protection26 Options with or without ROP at DeathShort SurrenderShort 6-Year Surrender Charge Schedule (9,8,8,7,6,5)
Laddering
Mixed Multiple Strategies; Build Ladders
No FeesSlide9
MetLife Shield: Sales Applications
Alternatives
FIA Alternative
Build Own Floor
Multiple Ladders & IndicesCD Alternative w/ Market Linked ReturnsFor Clients Who want to lock market gainswant varying market protection in a tax-deferred strategy
want substantially bigger upside capture than traditional FIAsare concerned about a market correctionSlide10
Learning More About
www.pro.metlife.com/shield
/
MetLife Shield
FIA alternative with the accumulation you want and the protection you needSlide11
Eliminate Three Fears with One Sale
What
is one of, if not
the largest fear of most clients?
What is one of, if not the largest fear of most advisors?What is the number 1 portfolio killer?How does a guaranteed safe money rate of return of 4% sound to you?Cover 3 client needs with one policySlide12
Scott Bybee
DOL Provides an
Exciting Opportunity for your
Business
Advantages from DOL decisionSuccessful ConversationsSmooth TransitionAdditional Words of AdviceSlide13
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