Longevity Planning

Category Archives

Virtual Longevity Planning

 

Writing business in a socially distanced environment presents challenges. You’ve had to adjust the way you interact and communicate with clients, and had to rely more heavily on online platforms to help you get business done.

Highland can help you simplify your virtual business. Our longevity planning experts are available, whether over the phone or via video conference, to walk you through the strategies, options, and products that may best suit your client’s needs and budget.

Our robust online resources are always accessible as well. If a linked-benefit policy is right for your client, you can simply and virtually apply through EasyLife. Client-facing materials, accessible via our website, can be shared with clients to help them understand the importance of longevity planning and which options may be best for them, all from the privacy and safety of their home.

As an additional support, join us for our Longevity Planning Town Hall on June 2 at 12:30 (CT). Highland’s Jennifer Connelly and Nationwide®’s Shawn Britt will discuss all things longevity planning, including why now is the right time for the longevity planning discussion, and how to find and service longevity planning clients given the current environment. Click here to add this event to your calendar.

For more information about the longevity planning services and support Highland provides, watch our longevity planning video and read through our point-of-sale infographic, which lays out the steps to simplified, contactless longevity planning.