Out-of-the-Box Thinking: Life Insurance Sales Ideas

Track: NED Talks

Session Number: 110
Date: Mon, Jan 28th, 2019
Time: 9:50 AM - 10:05 AM
Room: Texas Ballroom BC


Life insurance isn’t just a death benefit anymore! There are living benefits and linked benefits that make it a more valuable asset than ever before. Yes – an asset! MDRT Top of the Table Advisor Jim Silbernagel’s in-depth presentation on out-of-the-box thinking on life insurance will open your eyes to opportunities in your existing client base, and teach you how to position the value with your clients in each scenario.

Session takeaways:
• Learn new sales opportunities in your existing client base through life insurance on children, social security maximum, adding life settlements when presenting term insurance, and more

Session Type: NED Talk

Target Market: Apply to all
Categories: Exit Planning/Key-Man/Buy-Sell, Life Insurance & Retirement
Session Type: NED Talk

Target Market: Apply to all
Categories: Exit Planning/Key-Man/Buy-Sell, Life Insurance & Retirement


Speaker 1
James J. Silbernagel, LUTCF, CFP
The Silbernagel Group, Inc.

Jim Silbernagel is an independent agent registered with Woodbury Financial Services, Inc. He entered the insurance industry in 1982 followed by the financial services industry in 1986. Jim holds securities licenses; Series 6, 7, 63 and 66. He is insurance licensed for life, health and property/casualty since 1985. Jim has earned both his CFP® and LUTCF designations.

Jim is the creator and host of Real Wealth®, an online radio program for insurance and financial professionals to educate their clients and keep in touch with them between meetings. Jim also leads Power Session LIVE, a monthly best practice and sales ideas session with top industry leaders.

Jim is a 20-year life and qualifying member of MDRT, qualifiying for his first Top of the Table in 2001. He is also a 25-year member of NAIFA, member of FSP, Forum 400, Financial Services Institute, Advisors in Philanthropy, ambassador for Main Street Philanthropy, and past moderator for Junior Achievement. Among other things, he supports IFAPAC, AHIA, the MDRT Foundation and LIFE Happens. In fact, he was a 2006 judge for LIFE Happen’s REAL LIFE STORIES. Jim is a keynote speaker, presenting for many industry groups and companies, including NAIFA, FPA, MDRT and Forum 400. Jim serves Middle America in Kewaskum, WI, a small town of 4,000 people.

Jim has been happily married to Joanne for 29 years. He has two sons, Frank and Warren, and one daughter, Angela. He spends his free time fishing, boating and flying.


Jim’s mission in life is to make a positive, meaningful difference in people’s lives.