See how adding a universal life insurance policy may help your clients make the most of Social Security. Thisprogram helps your clients optimize Social Security filing decisions for a more comprehensive retirement income plan.
Click hereto learn why planning for the averages can leave your clients with a large gap and how Lifetime protection is the only way to ensure that every client has exactly the amount of protection they need.
Clients don’t think about how much how much coverage they truly need. Coupled with budget concerns, it’s no wonder so many Americans are under-insured. Use thisfillable worksheet with your client.
For small business owners, not only are they often the “key person” to their business, but they are also key to their family’s financial security. If they want to plan for business continuity as well as personal financial protection and supplemental retirement needs, a personal key-person solution might be a good option to consider here.
