Help Mitigate Risk in a Client's Financial Strategy
Have you overlooked a risk to your clients' overall financial strategy?
There are many overlooked risks that life insurance may help mitigate.
RISK 1: DEATH RISK
Life insurance is unique for its ability to provide cash at the time that it might be needed most – when income is interrupted due to death.
RISK 2: SERIOUS ILLNESS RISK
A life insurance death benefit could help while your clients are living if the insured has a qualifying illness.1
RISK 3: OPPORTUNITY RISK
In addition to a death benefit, permanent life insurance can be an alternative to low-interest bearing accounts and provide a valuable solution for your clients’ short- and long-term needs.
RISK 4: PROBATE RISK
Structuring your client’s assets to minimize the number of items and total dollar value can save time and hassle for the executor of the will.
RISK 5: BENEFICIARY RISK
Helping your clients review the beneficiary forms for each of their financial assets can help alleviate unintended negative consequences.
RISK 6: CLIENT RISK
Developing a wealth transfer strategy provides the opportunity to educate the client’s beneficiaries on how to manage the wealth.
LIFE INSURANCE SOLUTIONS
