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Has anyone been able to generate high intent inbound life insurance leads from paid ads for $20 or less per lead?
I would like to generate high intent and high quality inbound final expense and mortgage protection leads from click to call ads for $20 or less a lead. Do you think this is possible and likely? If you have had experience generating inbound life insurance leads then what was the best price point that you could generate inbound life insurance leads for? I am really only interested in generating inbound leads because the answer rate for outbound leads usually really sucks these days. If you generate inbound life insurance leads is there any good advice you can give about doing it on a budget?
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What was your largest commission case in the last 12 months?
You hear me talk about cash value life insurance polices for business owners all the time, but what was the largest commission you've made from a single life insurance case in the last 12 month?
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What was your largest commission case in the last 12 months?
Cash Balance Plan TPA (US)
Hello All - I wanted to see if anyone has opinions on the best TPA to use when Life Insurance is a part of the funding strategy for a Cash Balance Plan? I like my current relationship, but they do keep a portion of the commission, and wanted to investigate other options. Thanks!!!
Is anyone running FB messenger ads for Annuities?
I am thinking about switching from Meta form ads to Meta messenger ads because I have heard that they are better at booking actually appointments because they are more inter active than Meta form ads. I am interested in hear other peoples experiences with running meta messenger ads and if you have had more success with booking appointments with messenger ads vs form ads and what your cost per appointment and cost per new client is. Is there anything else I should be aware of with messenger ads to have the best success at setting more appointments?
Calling all U.S. Insurance Agents & Financial Advisors 👇
Just dropped a new video breaking down IRC Section 162 Executive Bonus Plans. Watch here: https://youtu.be/iEb6T2T10RQ?si=daTRISjqE-Zn56c_ This strategy has been in the tax code since 1954 — yet most business owners have never heard of it. The basics: - Business owner pays premium as a "bonus" to key employee - Company gets the deduction - Employee builds tax-advantaged wealth through life insurance - No contribution limits like 401(k)s I'm curious — are any of you using Section 162 plans with your clients? If so, what's been your experience? And if not, what's holding you back? Watch the video and let me know if we captured the key benefits properly or if there's anything you'd add. Watch Now: https://youtu.be/iEb6T2T10RQ?si=daTRISjqE-Zn56c_ DISCLAIMER: Educational content only. Not personalized tax or financial advice. Consult qualified professionals. #Section162 #ExecutiveBonusPlan #TaxStrategy #BusinessOwner
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