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Advanced Sales Concepts

IMG offers specialized and innovative concepts for your high-net-worth clients that deliver exceptional results for you and, ultimately, for your clients. Below are a few scenarios for insurance products and services you might want to consider presenting to your clients:

If your client ...

We suggest:

  • Is between the ages of 45-74
  • Has a net worth > $10,000,000
  • Wants little or no out of pocket cost
Estate Planning
  • Is between the ages of 65-85
  • Has a life expectancy of 5-15 years
  • Has a net worth > $25,000,000
  • Wants to pass wealth to heirs
  • Is uninsurable
Multi-generation
  • Is between the ages of 72-85
  • Wants guaranteed income for life
  • Needs to reduce potential estate taxes
Annuity Arbitage

IMG will help you develop a custom solution for your client that is sure to deliver exceptional results.

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