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.

71% of small business owners surveyed said they have thought about who would run their business in their absence, but only 35% of all surveyed had a business continuation plan.

There aren’t many investment vehicles available that offer the tax advantages of properly structured, permanent life insurance.

This is seemingly the base definition of the purpose of insurance, but there are additional caveats based on the specific design of the products.

Join our next Women’s Series webinar with Lincoln Financial Group!

Understanding the different options available is the key to making the best decision for your client.  Most IUL policies allow for either fixed or variable loans.

A product that has gained substantial traction is the Indexed Universal Life policy, a Fixed Life product that can offer clients the potential for growth and protection from market loss.

A sales associate will work with you to provide business case expertise and top-notch service before, during and after the sale!