L.I.F.E Lessons: September is Life Insurance Awareness Month - Make it a part of your revenue growth strategy
Q4 Is When 40–60% of Life Insurance Business Gets Written. Here's Your Playbook.
Life insurance application submissions are at record levels. Clients age 60+ are up 30% and those 70+ are up 47% year over year. Your clients are already asking about this — the only question is whether they're having that conversation with you or with someone else.
What You'll Walk Away With
1.A simple way to open the conversation - Tim Yurek, a fellow SIG Advisor will give you the exact language and thought behind it .
2. MassMutual current and future solutions for Q4 and beyond - Nick Tranghese will provide updates on solutions for today and tomorrow.
3. A NEW ready-to-use conversation path for protecting retirement income from long-term care costs Dan Sheehan introduces a presentation and custom report for clients that can be used during 8 step reviews.
You already have their trust. You already have the client relationships. This session gives you the specific questions, the specific products, and the specific tool to put both to work before the year ends. All at little to no cost.
Aren't able to attend live? Still register to get the recording sent after the session wraps up.
He believes life insurance should be part of a broader conversation about income, legacy, and protection, not a standalone product pitch. Dan currently hosts Sound Income Group's L.I.F.E. Lessons webinar series, helping advisors expand their planning conversations and grow their practices.
With his global recognition and membership in the Million Dollar Round Table, Tim offers valuable insights and strategies to his clients to help them achieve financial freedom. His expertise has been featured on major media outlets such as
Bloomberg TV.
Nick began his career at MassMutual's Home Office in 2014, moving through operations and wholesaling before transitioning into the field in 2021 to work directly with advisors and clients while building his own advisory practice. His focus areas include advanced insurance planning, estate and wealth transfer strategies, and business succession planning.
Today, Nick works closely with advisors and business owners to simplify complex financial situations and turn sophisticated planning concepts into practical, executable solutions.
