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 Deliver insurance-friendly ideas that are credible and relevant to your clients. Support your recommendation with authoritative third-party endorsements from The Wall Street Journal. Click on the links below to gain access: Life Insurance Long Term Care Insurance Disability Income Insurance Annuities Tax & General Financial Planning […]
Exam and Lab-Free Life Insurance
Exam / Lab-FREE Life Insurance Life insurance buyers love the convenience of exam and lab-free applications. They also avoid surprise ratings and declines from: Abnormal liver functions Elevated glucose Blood or protein via urinalysis T-wave abnormalities on an EKG How many of your applications have derailed because of these findings? De-risk your clients’ life insurance […]
Exam and Lab-Free Life Insurance
Exam / Lab-FREE Life Insurance Life insurance buyers love the convenience of exam and lab-free applications. They also avoid surprise ratings and declines from: Abnormal liver functions Elevated glucose Blood or protein via urinalysis T-wave abnormalities on an EKG How many of your applications have derailed because of these findings? De-risk your clients’ life insurance […]
