Do you want to know how to sell Life Insurance for Retirement Planning purposes?

cash value life insurance retirement Apr 30, 2025

Just want to sell more cash value life insurance?

We have a special treat for SOLIS 39 when I play host to my friend and MDRT Top of the Table and Forum 400 member, Curtis W. Cloke of Tuscon, Arizona where he and his wife Christy just moved from Iowa. I say special treat because not only is Curtis an outatanding, worldclass producer in his own right, he is also a highly qualified educator and trainer.

We will be talking all things life insurance and especially the specialty uses of cash value life insurance and how to get meetings with the people who can make best use of it. We will be practical and tactical so YOU can take an idea or two and add 10% to your income. After all, if all you got was one good idea that added 10% to your income - each year, from now on – how much would this one session be worth to you? Exactly!

Curtis Cloke CLTC (Certified in Long Term Care), RICP (Retirement Income Certified Professional), and LUTCF (Life Underwriters Training Council) is an adjunct professor for The American College of Financial Services providing expertise as a retirement income expert, trainer, and professional keynote speaker with almost 33 years of experience in financial services. In addition to his entertaining and informative main platform speaking, he also provides educational workshops, seminars, and presentations on retirement planning strategies and techniques. 

Curtis loves what he does and it shows through his passion for the art of insurance and retirement planning. His famous three-meeting-process includes both the emotional and financial skills advisors need to connect completely. His training skills teach a client-driven discovery that ultimately closes the deal.

Curtis’s expertise has been featured in Moving America Forward with William Shatner, The Money Show, CNBC, Senior Market Advisor, InsuranceNewsNet, Retirement Income Journal, The Wealth Channel magazine, LifeHealthPro.com, and many more. He is a frequent guest on radio and TV commentary, has appeared in many podcast online retirement programs.

And we are blessed to have him join us in conversation with me for SOLIS 39, May 29, 2025 from 1:00 to 3:00 PM Eastern Time. Be sure to join SOLIS in time.

You will love this engaging, exciting, educational, and entertaining 2-hour conversation about selling insurance professionally, using it for retirement, and building a great business.

And, if you are not already a member (what’s stopping you from being your best?) remember that only SOLIS gives you the best sales and practice management ideas from the best advisors and consultants in the world to help you build your life insurance sales confidence.

Then, join our SOLIS Group Coaching Session on Friday, May 30th at 1pm for even more insights and answers to your life insurance sales confidence questions.

Click on www.acsolis.com to join today and learn the strategies of dozens of the world’s best agents. And, if you want to “p Your Life Insurance Sales Game today, be sure to take advantage of the Solis On-Demand Video Life Insurance Sales Library today… The best investment you can make is in yourself – and it’s tax-deductible!

Give this one more thought. What is it worth to you if only one SOLIS idea increased your income by 10 percent each year, from now on? Imagine!

That’s the leverage of SOLIS.

Be sure to join me, Jim Ruta, with Curtis Cloke on Thursday, May 29th!

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