Tuesday Connection | July 28, 2020
Tax season 2019 has officially wrapped up for many, making now a great time to talk to your clients about the tax benefits of life insurance. Go here for a 1040 tax guide.
Survivorship life insurance policies have traditionally been used by wealthy individuals as part of their estate planning. However, there’s a growing market for this product across income brackets. Click here to learn more.
With fewer companies offering pensions, personal savings is necessary to fill that void. Share this flyer with your clients to explain cash value life insurance.
Watch this tutorial to familiarize yourself with the steps of processing an LTCi application.
Many grandparents would like to make substantial gifts to their grandchildren but living on a fixed income can make that difficult. With the purchase of a level payment whole life policy based on their lives, grandparents can maximize their gift and guarantee the death benefit. Go here for more information and a customized marketing piece.
There are many choices. Click here for updated carrier programs, focused on the fluidless aspects of accelerated underwriting.
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