Typically, business owners focus on day-to-day operations far more than on retirement, or on keeping the business going in the event of death. Business owners need your help!
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We are here to provide our expertise when it comes to writing good cover letters. We can even write them for you. We will help explain the purpose of your applications to our carrier underwriters.
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Everyone is looking for ways to save, which is why now is a good time to talk to prospective clients about the tax advantages of purchasing LTCi. They’re sure to be more receptive when they learn that purchasing the coverage they know they need also can help them reduce their tax bill.
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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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Although qualified plans and universal life policies are fruits of a different color, they still look a lot alike when used to provide funds for retirement.
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One of our carriers has an underwriting program that can give that little push needed to get Preferred classes and help to make the sale.
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While your clients have more choices than ever before, it is vital to be aware of the associated costs in order to build a better asset protection plan.
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Even though NFL super-stars need specialized coverage due to the nature of their sport, it’s important to remember that high-earning individuals have a gap in disability income protection as well.
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Too often shortcuts are taken in the establishment of irrevocable trusts and too often insufficient attention is given to their ongoing administration. While it is not the legal responsibility of the insurance advisor to see that all is done according to Hoyle, it should be his or her annual practice to make sure that the proper parties are fulfilling theirs.
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Determining the correct amount of life insurance protection remains a mystery to many. Recent studies show that most adults continue to lack adequate amounts of coverage – and close to two-thirds admit to not even having a personal life insurance agent.
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