Life insurance policies can benefit people in some unexpected ways. Most people know the primary benefits of life insurance: To meet financial obligations upon a policyholder’s death, as well as maintain their household should they have any spouses or dependents to support. But in certain scenarios, life insurance policies can provide a much larger benefit that can help shape a family’s legacy.
There’s a good chance many of your clients are experiencing worry over retirement. Such a significant life transition is bound to come with feelings of apprehension, and it’s typically the financial side of things that gives clients the most pause.
You provide your clients with valuable, and often life-changing, services. From estate planning to trust owned life insurance, the strategies and products you put forth allow clients to protect themselves, their loved ones and their legacies.
Ensuring all clients get the proper wealth planning products is no small effort. It takes a team of professionals who have their clients’ best interests in mind. One key player is the wholesaler.