Advisor Update| May 21, 2019
A retirement buy-sell arrangement, funded by permanent life insurance, can help business co-owners make sure that they, their families and their businesses are set for the future. Click here for a case study.
Planning how and when to take Social Security benefits can be a daunting and complex task for married couples. Choosing the best strategy depends on a number of factors to consider. Go here for more information.
Your clients can now include chronic illness rider protection with new issues of Pacific Life Promise GUL2 guaranteed universal life insurance policies. Click here for full details.
Click here to view the details of this 40 days of 40-year term option. This option can be a great solution for your clients who are looking for affordable, longer duration options.
Are you keeping up with your clients? Learn how to prepare, prospect, and conduct more effective policy reviews. For more information, click here .
Memorial Day Holiday Hours
In honor of Memorial Day, our office will close at 2:30 PM EDT this Friday, May 24, 2019 and will be closed on Monday, May 27, 2019. We'll resume normal business hours on Tuesday, May 28, 2019. Wishing you a safe holiday weekend!
460 Hillside Avenue Needham, MA 02494  
T 781.449.6800   F 781.449.7694