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The Ultimate Sales Strategy: 30-60-90 Rule and Money-Back Programs
Episode 230th April 2024 • Apex Broker Edge • Filip Lundstedt and Taton Wells
00:00:00 00:33:42

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Podcast Episode Synopsis: Unleashing the Infinity Strategy

Hey there, listeners! In this episode, we delved into a game-changing strategy that will revolutionize the way you approach sales and client retention. We explored the concept of the "Infinity Strategy," a method that not only adds value to your clients but also ensures long-term loyalty and financial benefits for both parties.

The 30-60-90 Rule:

We kicked off the episode by discussing the importance of the 30-60-90 rule. Coined by the brilliant Galen Hendricks, this rule emphasizes the significance of offering multiple products to every client you meet. By stacking the sale with various products, you not only increase your revenue but also establish a deeper connection with your clients, making them more loyal to you.

Essential Products for the Strategy:

Next, we dived into the specific products that should be included in the 30-60-90 strategy. From hospital indemnity and health matching accounts to cancer policies and critical illness coverage, we highlighted the key products that provide immense value to clients and enhance their overall insurance coverage.

Handling Money-Back Advantage Programs:

The crux of the episode revolved around properly handling money-back advantage programs, leading to the creation of the "Infinity Strategy." We introduced the concept of Health Matching Accounts (HMA), a unique tool that not only refunds a portion of the client's Medicare expenses but also grows over time, providing a surplus of funds for future healthcare needs.

The Infinity Strategy:

The Infinity Strategy is all about leveraging the HMA to create a sustainable financial plan for clients. By strategically utilizing the surplus funds from the HMA, clients can secure their future healthcare expenses, ensuring they have a safety net for any unforeseen medical costs. This strategy not only benefits the clients during their lifetime but also allows them to pass on the benefits to their heirs, creating a legacy of financial security.

Free Gift and Conclusion:

To help you implement the Infinity Strategy effectively, we are offering a free training on HMA contracting. This training will equip you with the knowledge and tools needed to incorporate this innovative strategy into your sales approach. Here's to your health and financial well-being – let's embark on this journey together and unlock the infinite possibilities that lie ahead!

Don't miss out on this game-changing strategy – click on the link to access your free training and start transforming your sales approach today. Cheers to a prosperous future!

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