A brief review of one or two insurance company underwriting guides will provide the basic questions one needs to ask prospects and clients for a smoother process.
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Start the conversation with young couples, ages 25 to 45 – they are the top prospects for income protection. They’re purchasing homes and starting families – it’s an ideal time to build a foundation of financial protection.
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What happens if the insurance is later needed for other purposes outside the trust and back inside the taxable estate?
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When a Special Needs Trust is properly funded with a Life Insurance policy you are providing a great supplement to their existing government benefits and creating comprehensive solutions for a special situation.
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One of our A+ carriers offers competitive underwriting for this condition.
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Once you’ve overcome the objections, we will help you make certain your clients have the right LTCi plan in place to meet their needs.
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A high-cap excess personal DI is a great way for physicians, attorneys, accountants, and white-collar executives to find appropriate levels of economic safeguard.
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If those on the House of Ways and Means Committee proposing the Build Back Better Act have their way the discounting bonus available through use of Family LLC could be dramatically reduced.
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On September 13, the House Ways and Means Committee gave us the first glimpse of what the future may hold when it released its proposal for the Build Back Better Act, some 600-plus pages affecting everything from soup to nuts.
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