Tuesday Connection| August 13, 2019
Do you have clients who want to provide a financial legacy for their loved ones while still maintaining access to their assets while they’re living? A Spousal Lifetime Access Trust (SLAT) is a flexible strategy that may be a potential solution. Click here for concept. 
With people living longer than ever, today’s clients and prospects are increasingly concerned about how to fund future retirement needs, including challenges such as outliving their retirement assets, funding for long-term care needs, taxes and inflation. IUL can provide an attractive solution. Click here for case study.  
Property and Casualty (P&C) firms often have existing clients with unfulfilled risk protection needs. But they need help filling these needs with life and disability insurance or retirement and succession planning. Click here for a comprehensive guide to help deliver solutions.
Use the “Grow Your Business” Campaign tool in a box with your clients or with your new prospects. Here are a few pre-made promotions for you to use today! 
Your clients don't have to be Olympic-caliber fit to qualify for an underwriting credit program. They can earn credits for basic quality health maintenance. Go here
for program details.
Get to know the different factors that could impact your female clients – and why they may be looking to you for guidance. 
Click here for brochure to learn more. 
460 Hillside Avenue Needham, MA 02494  
T 781.449.6800   F 781.449.7694