Term Conversion

Does your client own a term life policy that’s no longer fitting their needs? Learn more about the possible conversion options and how a converted policy could help protect your client long term.

https://www.forbes.com/advisor/life-insurance/convert-term-life-to-permanent-life-insurance/

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Cannabis and Life Insurance: How it affects your clients

As more states move to legalize cannabis, both medicinal and recreational, you can learn more about how this may affect your client’s rates when applying for life insurance. 

https://www.forbes.com/advisor/life-insurance/marijuana/

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Life Insurance Riders

With all the optional riders available to your clients, be sure they know exactly what they are adding to the policy. Read more about all the available options there are for Life Insurance policies.

https://www.forbes.com/advisor/life-insurance/riders/

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Tax Advantages of Life Insurance

Take time to discuss with your clients all the tax benefits that a Life Insurance policy could provide. 

https://www.investopedia.com/articles/pf/07/permanent_life_insurance_taxes.asp

Posted in Insurance

Happy National Family Day!

In 2019, there were 128.58 million households in the United States. Get a refresher about life insurance products available that can help your client’s and their family.

https://www.policygenius.com/life-insurance/how-to-buy-family-life-insurance/

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Annuities may seem complicated but they don’t have to be.

When working with a knowledgeable agent, client’s can discover several advantages of annuities including tax and growth benefits. Start with the basics and help your client’s learn about how an annuity may benefit them.

https://money.usnews.com/investing/investing-101/articles/things-you-need-to-know-now-about-annuities

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Final Expense

A Final Expense product may be the perfect option to cover funeral expenses for your clients. Learn more about how these products work and if they could be a good fit for your client. 

https://www.investopedia.com/final-expense-insurance-4801018


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September is Life Insurance Awareness Month!

Now is the perfect time to discuss with client’s about the importance of Life Insurance for themselves and those around them.

https://www.policygenius.com/life-insurance/how-does-life-insurance-work/

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Life Settlement

Is your client’s current life insurance policy no longer fitting their needs?Talk to them about the possibility of a Life Settlement Option.

https://www.investopedia.com/terms/l/life_settlement.asp

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Universal Life & Indexed Universal Life

Whether it’s the lifetime guarantee or the cash value potential, there are many reasons to talk to clients about how a GUL or IUL could be the right choice for them.

https://www.valuepenguin.com/life-insurance/universal-life-insurance


Posted in Insurance