Learn how to recognize the three critical ownership-transfer gaps—NO AGREEMENT, NO FUNDING, NO RECENT REVIEW—that signal a business desperately needs your help. This simple framework helps you spot prospects other producers miss.
Master the ownership conversation that changes everything. Discover how to move beyond surface-level discussions and ask the one question that reveals whether a buy-sell agreement is truly funded: WITH WHAT MONEY?
Stop chasing cold leads. Get a remarkably simple prospecting system that helps you find businesses with ownership vulnerabilities and earn conversations that lead to meaningful sales.
Your Practical Guide to Buy-Sell Insurance Success
How to Insure Buy-Sell Agreements is built for producers like you who are ready to have more meaningful conversations with business owners. This National Edition walks you through the entire process: how to coordinate life insurance with legal agreements, identify funding gaps, and systematically find businesses that need your expertise. You'll learn why the worst time to answer ownership questions is after an owner has died—and how to uncover these critical issues while everyone is still available to solve them. Inside, you'll discover a practical framework that transforms a simple question into a consistent source of qualified prospects and meaningful business.
About This Guide
This guide was created for insurance producers who understand that buy-sell agreements are more than just paperwork—they're promises. And life insurance is what funds those promises. Whether you're new to the buy-sell conversation or looking to systematize your prospecting, this resource gives you the tools, questions, and framework to identify ownership-transfer exposures that other producers miss. You'll learn how to recognize when a business has a problem they don't even know they have yet, and how to position yourself as the expert who solves it. The prospecting opportunity is huge—and this guide shows you exactly how to tap into it.
Get Your Copy Today and Start Finding Hidden Opportunities
Stop wondering if a business owner has a buy-sell funding gap. Start knowing. Download this practical guide and begin systematically identifying prospects who need your expertise. The prospecting opportunity is huge—and it's waiting for you.
$25.00