 Artist Series Sales Ideas
Leaders Partners has developed over 30 professionally designed Artist Series Sales Ideas for your use. LPI has broken these sales ideas into five easy to understand categories that include Linked Benefit Strategies, Asset Leverage Strategies, Legacy Transfer Solutions, Income Solutions and Additional Planning Strategies.
Our Advisors Only area contains the entire list of Artist Series Sales Ideas in printable format for your immediate use. If you're not already working with Leaders Partners contact us today about Getting Started with LPI.
|  ARE YOU ROLLING THE DICE WHEN IT COMES TO RISK MANAGEMENT?
COMPELLING IDEA
Created: July 2011
SUMMARY: Financial planners sometimes call set-aside "just in case" assets, Self-Insurance. Self insurance means you take a pass on purchasing a policy for a certain risk. You save yourself insurance cost and, if you never have a claim, you're way ahead. Claims happen, though, so that money you've set aside—perhaps in a CD or money market fund—can be tapped.
New tax advantaged combination plans allow more efficient risk management by converting assets that just provide cash, to assets that cover long term care insurance, life insurance, and still provide "just in case" accessibility to cash.
To view the complete version of the ARE YOU ROLLING THE DICE WHEN IT COMES TO RISK MANAGEMENT? Artist Series Sales Idea login to the LPI Advisors Only area now.
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