Right now the last thing most clients want to re-address is the return they just did address to the IRS. But herein lies the planning and sales opportunities.
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Show your clients how to utilize a 1035 exchange into a Term/UL hybrid product to lower current premiums or purchase a paid up policy.
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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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