When a client’s policy has a loan, a 1035 exchange to a new policy may provide a higher death benefit and lower loan interest charge. It may also offer a client living benefits to satisfy additional needs. Discover howthisstrategy could help.
Did you know that in a recent business owner study, two-thirds of respondents indicated they were a family-owned business? One of the major planning challenges owners of these businesses face is balancing the competing needs of multiple parties including the business, other family members, any successor owner, etc. Clickhere for ways to help in these situations.
AIG guidelines for sales to Foreign Nationals have been updated to include expanded product availability and liberalized rules for some categories of non-resident foreign nationals. Click here for your copy today.
Your clients' lives will change as they approach retirement.This Change of Situation brochure shows how an IUL policy can help clients adapt to changing products, situations, and market environments.
We can handle all your underwriting cases. With our experience and determination, we know what it takes to get your most difficult cases placed. Click here to view our latest case studies.
