Think about your clients and whether you have an opportunity to help maximize the wealth they leave behind while minimizing the hassle for the beneficiaries. Here are some steps you may want to consider taking.
If your clients…
…then this wealth transfer strategy could be a good fit for them.
You can probably find three people in your current book of business that fit the above description. Give them a call today.
There are also some considerations of using permanent life insurance, such as: