Finding potential charitable gift opportunities for clients can deepen the conversation about broader overall charitable planning for them. There are a number of areas to point to that will help you recognize those giving opportunities that your clients may not have suspected were available.
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As you’ve all experienced, the majority of your clients who are couples come together as a packaged deal. So what happens when a couple applies for a LTCi policy and only one is approved?
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Key Person Replacement Insurance is necessary to business owners who want to maintain the strength of their company if a key employee were to become totally disabled.
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We can help walk you through the new regulations and market fluctuations that may have impacted your coverage – and ensure that your plan is performing exactly as it should.
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