Death Tax Mitigation Strategy
Guaranteed premium survivorship (2nd-to-die) life insurance policies are often the most tax-efficient financial tool married couples can deploy to leverage their death tax mitigation strategy. Guaranteed lump sums (including 1035s), short pays, and annual premium designs provide maximum funding flexibility. Peace of mind comes from knowing that, no matter what happens to interest rates, markets, or the […]
News You Can Use
News You Can Use Insurance sales start with an idea, one that must be immediately relevant to a client. It helps if you can support your recommendation via authoritative third party sources. The Wall Street Journal is generally recognized as one of the most authoritative news portals when it comes to: Tax mitigation strategies Retirement […]
Exam and Lab-Free Life Insurance
Exam and Lab-Free Life Insurance Life insurance buyers love the convenience of exam and lab-free applications. They also avoid unnecessary ratings and declines from: Elevated liver functions Elevated glucose Abnormal urinalysis T-wave abnormalities How many of your applications have derailed because of these findings? Starting with your next client, avoid the unnecessary introduction of potentially […]
Exam and Lab-Free Life Insurance
Exam and Lab-Free Life Insurance Life insurance buyers love the convenience of exam and lab-free applications. They also avoid unnecessary ratings and declines from: Elevated liver functions Elevated glucose Abnormal urinalysis T-wave abnormalities How many of your applications have derailed because of these findings? Starting with your next client, avoid the unnecessary introduction of potentially […]
