Understanding why your client needs life insurance, and what they want to accomplish with it, is the driving force behind most policies. Life insurance can: • Provide financial security for loved ones • Cover outstanding debts • Fund children's education • Leave an inheritance Read on to learn more.
There’s no more appropriate time than Life Insurance Awareness Month to ensure your clients’ life insurance policies are living up to expectations.
Reviewing your clients’ life insurance and annuities may be even more important this year than in past years. Life or health changes, economic or financial shifts, poor performing products—any or all of these may be leaving unintended and unnoticed gaps in coverage. What’s different for your clients this year?
In her work as a policy review specialist for Highland Capital Brokerage and Premier Trust, a dedicated Nevada-based trust administrator, Peg Michails resolves orphan individual life (no agent of record) and trust-based policies. Her goal: to ensure clients and their beneficiaries get what they were promised.