Help your clients diversify from their concentrated stock position and improve the effectiveness of their legacy plan. With this sales story example, you can help them sell the stock and invest the after-tax proceeds into an IUL life insurance policy for the benefit of their heirs.
In 2020, the exclusions for federal estate and gift tax exemptions increased for individuals and couples. While many estates will fall below the federal exclusion amount, there are still important reasons to consider using a trust funded with life insurance for legacy planning. This brochure outlines all the details.
One of our partner carriers offers up to 40 years of guaranteed, level term life insurance coverage. Your clients are looking for simple and more affordable options when it comes to protecting their financial futures. Click here to see this sales idea.
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 #5:
We can handle all your underwriting cases. With our experience and determination, we know what it takes to get your most difficult cases placed. View our latest case studies here.
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.
