This website is for Authorized Independent Representatives only.
Did you know that only approximately 20 percent of Americans have a living trust?
According to a new survey from Caring.com, only 4 in 10 American adults have a will or living trust.
Here's the percentages by age groups that do not have an Estate Plan:
- 78% of millennials (ages 18-36)
- 64% of Generation Xers (ages 37-52)
- 42% of boomers (ages 53-71
- 19% of those age 72 or older
TARGET MARKETING
Talk with qualified prospects, people that can afford your product, or can refer you qualified prospects.
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Home Owners - 99% of our clients are home owners.
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People that own real estate in more than one state - Just one funded HLT will avoid Probate in every state they own real estate.
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Parents naming Minor Children as beneficiaries. A life insurance company will not pay a death benefit to a minor but will pay a death benefit to a Living Trust.
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Families with a Special Needs Child - The Special Needs Provision in a HLT will allow the Special Needs beneficary to recieve gifts and not lose his or hers eligiblity for government benefits. There is an additional $100 fee for this provision.
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Successful Business Owners and Professionals.
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Tax Professionals - These people can refer you qualified prospects.
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Property & Casualty Agents - Successful P&C Agents have thousands of clients, which is a huge warm market.
IF YOU ARE AN INSURANCE AGENT OR FINANCIAL ADVISOR
When you are taking a life insurance application, annuity application, or any application that asks for a beneficiary, ask “Are you going to name your Trust as the beneficiary?” An Insurance company will not pay a death benefit to a minor, but will pay a death benefit to a Living Trust.
When doing an annual review, ask your clients if they have gotten a Living Trust since you last spoke.
WARM MARKETING
Tell everyone you know. Friends, family, clients, neighbors,etc...Call, ask for permission and send them your webpage, (it's free), or a flyer or brochure, then set an appointment to follow-up.
Join a Marketing Organization: Le Tip, BNI, Chamber of Commerce. Network. Go to a Chamber of Commerce Mixer. Ask people what they do and once they're done telling you, they'll ask you what you do.
WHAT DO YOU SAY TO THESE PEOPLE:
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Family, Friends, Neighbors, "I just started working with a national company that helps people just like you and me with a Living Trust."
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"Do you have a Living Trust? Is it ok if I email you something? Can I call you next Monday at 10am to see what you thought? It would really help me out."
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Networking Organization & Chamber Events. If you are an Insurance or Financial Services Consultant, "I help people, create, preserve, and transfer wealth." One of the companies I work with are experts at transferring wealth, and avoiding probate. Can I send you an email and get your opinion?"
ACTIVITY
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How much of your time each day are you talking with qualified prospects?
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Top 20 Target List - Updated Daily. Talk with 20 Qualified people a day, everyday and see what happens.
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72 Hour rule. Your reality is what you have done these past 72 hours. Everything else is an illusion.
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How much do you want to earn? By when? Write that down and figure out what you have to do to get there.
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Knowing is not doing. Doing is doing.
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The proof is in the results.