Life Insurance – What’s In It For You?
It’s not uncommon for clients to be concerned with protecting their assets, but few know how life insurance can help meet their needs. When it comes to taxes, longevity, healthcare costs, inflation, or market risks – life insurance solutions can mitigate these concerns. That’s why it’s advantageous for advisors to lead the life insurance conversation with what’s in it for your client and there’s no better excuse than Life Insurance Awareness Month to start the conversation.
This guide will help advisors highlight “What’s In It For You (WIIFY)?” when discussing life insurance with their clients.
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This material does not constitute tax, legal or accounting advice and neither Highland Capital Brokerage nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.
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