Keith Bry National Sales Unity Financial Life Unity
Keith Bry National Sales Unity Financial Life Unity Financial FUNERAL TRUST National Roll-Out of Our New Product A 2 Z Annuity
FUNERAL TRUST It’s Finally Here
Everyone is Approved No Health Questions
Unity Financial Life Insurance Company has been a Beacon in the Funeral Trust Business for many years. Unity is pleased to announce the Irrevocable Funeral Trust product. Single Premium Life with increasing death benefit Make One Payment
1. 2. 3. 4. 5. 6. 7. 8. One Page Application Issue Ages 0 -99 NO HEALTH QUESTIONS The Funeral Trust is part of life application Medicaid Exempt in most States Premiums from $1000 - $15, 000 Single Premium life with increasing death Benefit Ask A 2 Z about the GREAT NEW Compensation Program…Best in the Industry Benefits of our Product
1. Easy to Explain 2. Everyone needs a funeral trust sooner or later. . Great Add-On Sale with Existing Clients
• 0 -99 with NO HEALTH QUESTIONS Issue Ages
It’s Simple – One Page Application
Nursing Homes Medicaid Exempt
The Funeral Trust should be part of every Estate or Financial Plan…. START TODAY 80% of our sales are pre-planning and 20% are Crisis planning
Write One Case A Week Mom - $ 12, 000 premium Dad - $ 12, 000 premium Total - $ 24, 000. 00 Both are ages 65 @16% Total Commission $ 3840. 00 Reserve = $384. 00 (10%) Weekly Commission payout $ 3456. 00 The Reserve Account is YOUR MONEY… It’s there to offset any potential chargebacks Chargebacks only happen if client dies in first 12 months or it’s a not taken policy Compensation
The Best Place to Start Send Out an Annual review letter to your senior clients, have them come in for an annual review…Then Say…Oh by the way…. we forgot to do something and that is planning a funeral trust Start marketing to your existing senior clients
See Kevin Wedmore about the GREAT OPPORTUNITY AND FOR CONTRACTING A 2 Z ANNUITY See the Man
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