Episode #357: How to Defeat the "IUL is Expensive" Objection


 

This post is intended for financial professional use only.

Navigating objections can define success or failure in IUL sales, and the cost objection tops the list. By reframing IUL costs as part of a larger, tax-efficient strategy, you can align their concerns with the policy's benefits, ultimately overcoming objections by owning the conversation.

Additionally, leading honestly and reframing the cost narrative to showcase the policy’s value and focus on long-term benefits builds trust and loyalty. By emphasizing transparency and using reports to illustrate value, you can turn a perceived drawback into a selling point.

In this episode of Money Script Monday, Kyle shares techniques for turning cost objections into opportunities for client education, engagement, and commitment.

Resources Provided for This Episode


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About Kyle Tomko

Kyle Tomko is a Senior Field Support Representative at Simplicity Group. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.