Advisor Update| May 19, 2020
Click here for updated carrier programs, focused on the fluidless aspects of accelerated underwriting.
Bear Market Retirement and IUL: led by an independent IUL industry expert, learn what can happen to your clients' retirement income if they retire during a Bear Market. And, see how IUL policies can help! Don’t miss it! Click here to register.
With so much uncertainty in the world, clients who can leverage the largest gift/estate tax exemption in history may be more reluctant than ever to irrevocably give away their assets – even if they know it will benefit their family in the long run. Click here for a strategy that puts the plan in place today but gives clients the option to make a gift later.
If clients want to protect their families and ensure their legacies live on as intended, they need estate planning strategies. Click here for tools to use with your clients.
There are term products that you can offer your clients, which also provides peace of mind into retirement years. Check out this guide for more details.
Show your clients this brochure about the cost of waiting to buy Long-Term Care insurance. Discuss the important advantages of securing their coverage sooner rather than later.
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