[GFI Training] How Ethos fits into GFI GTM Motion

Sweet spot #3: The ROP term shopper

Profile

Solve

What to emphasize

Why itʼs so sweet

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Healthy clients ages 30–45 Usually have 20+ years left on mortgage $100–500/mo premium Likes the idea of getting their premium back

Max Cash Value

Lifelong death benefit protection Opportunity to earn cash value equal to premiums paid

Fast, simple instant decision platform enables economies of scale, even for smaller cases. Lifelong protection, tax benefits & more potential cash value than ROP products.

Tax advantages

Living benefits (Care4Life)

For agent use only

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