Tuesday Connection | August 04, 2020
Clients have been asking for it; now you can deliver it – 30-year term for Term Essential and Term Elite is back. Click here for all the details.
See how adding a universal life insurance policy may help your clients make the most of Social Security. This program helps your clients optimize Social Security filing decisions for a more comprehensive retirement income plan.
Click here to 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 this fillable 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
There are many choices. Click here for updated carrier programs, focused on the fluidless aspects of accelerated underwriting.
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