Retirement Planning for Preneed Insurance Sales Agents


Retirement planning for preneed insurance sales agents
As a self-employed independent insurance agent you have many retirement plan options available to you. 
These can provide current tax benefits while building your future retirement. Even if you are the only employee, you can choose which retirement plan to set up for your business.

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Make More Preneed Sales by Focusing on Solutions

Make More Preneed Sales by Focusing on Solutions The ability to uncover problems and present viable solutions is one of the most basic yet powerful skills that a preneed salesperson can acquire.

People make buying decisions because the product or service fills a need or fixes a problem.

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Security National Life Receives 2013 American Marketing Association Award for Branding/Rebranding from Utah Chapter of the AMA

Utah American Marketing Association Awards - Security National Life Insurance Company 1017484_594868810535449_921504130_n FOR IMMEDIATE RELEASE
Salt Lake City, Utah, June 24, 2013 – Security National Financial Corporation (NASDAQ symbol-SNFCA) is pleased to announce that its subsidiary, Security National Life Insurance Company, is the recipient of the American Marketing Association’s award for Branding/Rebranding.
The award was given by the Utah Chapter of the American Marketing Association (AMA). The AMA is one of the largest marketing associations in the United States with over 30,000 members who are involved in all aspects of the marketing field.

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The Secret of Top Preneed Salespeople

The Secret of Top Preneed SalespeopleSales is a tough game – and those who succeed work hard at it.

But did you ever wonder how the top preneed salespeople do it? I mean, do they read all those motivational books and do whatever the book tells them to?

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Quarterly Estimated Tax Payments for Preneed Agents

Quarterly Estimated Tax Payments Do you know someone that was surprised on receiving their first paycheck to learn about Social Security, Medicare and tax withholding?
Did you know that these amounts may still be owed when they are not taken out of your check?
This is the case when you work for yourself as an independent contractor.

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Carrots, Eggs, or Coffee?

Carrots, Eggs, Coffee and Preneed I once worked at a funeral home alongside many “old timers” who had their certain way of doing things and refused to listen to any other way.

These people said I was crazy when I visited my preneed customer’s homes.
They told me it could never work!
“Nobody likes sales people coming to their home”, they insisted. According to them, it was impossible to sell funerals in December because “nobody buys anything around the holidays”.
Stainless steel vaults and caskets added to their list of what couldn’t be sold.

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Smarter Goal Setting – Change Your Perspective, Change Your Results

Smarter Goal Setting for Your Preneed Career
Do you find yourself frustrated
that you’re not further along than you are
at the end of the day - or the week - or the month?

Have you set aggressive goals for your preneed career that just never came to fruition?

When you fall short of a goal that is important to you, it weighs heavy on you like a big, wet blanket, doesn’t it? You feel like you let yourself down.

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Security National Financial Corporation Completes Coinsurance Transaction with Mothe Life Insurance and DLE Life Insurance

Security National Financial Corporation Completes Coinsurance Transaction with Mothe Life Insurance and DLE Life Insurance

Security National Financial Corporation (SNFCA) announced today it has, through its wholly owned subsidiary Security National Life Insurance Company, closed on a coinsurance transaction with Mothe Life Insurance, located in Gretna, Louisiana and DLE Life Insurance Company, located in Bogalusa, Louisiana.

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Play Ball!

Lessons From Baseball and Preneed Sales.Lessons learned from baseball and preneed.

San Francisco Giants fans celebrated a World Series victory recently. Like a true fan living in Northern California, I watched every throw, steal, and hit.

As the catcher and pitcher signaled back and forth, I couldn’t help comparing a recent presentation I delivered. The player at bat had no idea whether the next ball would be a curve, a fast ball, inside or outside the home plate.

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