Many Americans don’t have enough life insurance—in fact, 1 in 2 households need more protection than they have. By completing a policy review with your clients, you’ll help insure there is no gap in their coverage needs. Use this comprehensive policy review field guide to prepare, prospect, and conduct more effective policy reviews.
Many own a life insurance policy that no longer fulfills the purpose for which it was purchased. The policyholder(s) might consider making a charitable gift of the life insurance policy rather than surrendering it or allowing it to lapse. The donor can provide a significant bequest to a favored organization, in lieu of leaving other assets. Go here to see how it works and for a customizable client piece.
When employers are looking at additional benefits they can offer to attract, retain and reward key employees, LTC solutions can be very valuable and effective. This white paperexplains how LTC coverage can be purchased through the business in order to maximize tax deduction opportunities.
When it comes to life insurance, it’s not about the products we sell, it’s about the stories we tell. We have 7 very short stories for you to incorporate into your sales presentations. Here's Conversation Starter #4:
As we approach the end of the year, please keep in mind important deadlines to ensure that all your business processes in a smooth and timely manner. Click here for all the important deadlines.
