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Attention: Insurance Agents
- Do you have clients that accept credit cards?
- Do you have clients that want to buy insurance and want to save more for retirement, but are having difficulty finding the cash flow to fund the premium or retirement plan?
- Do you have business owner clients who need to reduce their expenses?
If you answered yes to any of the questions above, then we have a solution for you!
What you do: Collect processing statements from your client, fax them to us on our toll-free fax line. We recommend at least 3 months of statements, but 6 is better. If your client’s business is seasonal, we may need 12 months.
What we do: Perform a statement analysis, draft and present a proposal, close the deal and assist with merchant transition to a new processor.
How you get paid: You keep 100% of the commissions on any insurance, investment, or retirement plan product you place with the bank card processing savings. We pay you a percentage of the revenue that your referrals generate to compensate you for your time and efforts in gathering facts.
Here’s a real-life example - a single location retail store, doing $2,000,000 of business, 60% of which was paid for with a credit or debit card.
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Local Bank
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Low Cost Merchant Services
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Annual Processing Fees
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$32,100
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$20,335
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Terminal Lease
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$480
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FREE
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Total Annual Costs
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$32,580
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$20,335
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Savings
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$12,225
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In the above example, the owner was able to fund an IRA, purchase life insurance on the entire family, purchase disability income and overhead expense insurance, and long term care insurance, with money left over. Plus, they referred two close relatives that owned similar businesses who then enjoyed similar savings, and purchased insurance, too.
Even if your client already owns all the insurance they need, and are saving plenty for retirement, no business owner objects to reducing their expenses, so let us help you help your clients control their bank card processing costs!
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For more information or to apply, call (800) 680-5596
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United Bank Card, Inc. is a registered ISO/MSP of First National Bank of Omaha, 1620 Dodge St., Omaha, NE, Member FDIC.
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Copyright © 2009 Life Solutions all rights reserved.
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