Make the most of it for your clients
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.
Discuss the future – now
How covered are your clients’ future plans? Discussing life insurance can be a daunting topic, but knowing why life insurance is so vital to a comprehensive plan for the future is crucial. Discover how a robust insurance plan can better protect your clients’ specific needs.
Complementary products, including long-term care (LTC) insurance and disability insurance (DI), can also help to cover unforeseen circumstances. At Highland, we have you covered – we offer a wealth of products that can help prepare your clients’ futures with a holistic approach.
Specific tax advantages
You’re probably aware of the basic value life insurance offers your clients. Did you know life insurance also affords your clients specific, tax advantages? Some of these include:
- Creating supplemental retirement income
- Charitable gifting
- Protecting families, while securing retirement income
Learn how a more robust insurance plan can better protect your clients’ specific needs.
How to avoid the portfolio killer
LTC insurance does more than create a financial safety net if an unexpected medical event happens. It shows your clients (and their families) that beyond your fiduciary objective to effectively manage their assets – you care about them and want to provide peace of mind whatever the future may hold.
We can help you determine which longevity planning options may be most appropriate for your clients and their families. And this is the month to get started.