When a client has a policy loan on an older policy that may not be as cost efficient as newer ones, a 1035 exchange to a new policy may result in a potentially higher death benefit and lower loan interest charges. A new policy may also offer additional, attractive living benefits that weren’t available when the original policy was purchased. Explore the 1035 exchange and mirrored loan strategy via this eKit and how it may help you to build your business.
Video: Why Do I Need Life Insurance?
As Life Insurance Awareness Month continues, Global Atlantic is excited to present their Simply Speaking: Life Insurance video — “Why Do I Need Life Insurance?” Including a testimonial on the peace and security life insurance can provide when facing some of life’s uncertainties, “Why Do I Need Life Insurance?” takes viewers right to the heart of the matter. Watch video.
Bridging the Retirement Income Gap
Your clients are looking to you to help them achieve their retirement income goals.With our Retirement Income Analyzer, they have a step-by-step guide on identifying, evaluating, and learning how you can help them guarantee income for essential and lifestyle expenses. Together we can help your clients bridge the retirement income gap. Try the Retirement Income Gap analyzer.
John Hancock’s Guide to Financing Premiums — Your Blueprint for Success
How can you help your high net worth clients secure life insurance coverage when gifting is not available? The John Hancock Guide to Financing Premiums offers an expansive overview of financing techniques typically used when affluent clients are purchasing life insurance outside of their estates. It’s the blueprint you need to build and implement a plan that meets your clients’ unique goals.
Video: Help Clients Attract and Retain Top Talent
Successful businesses need capable leaders, but attracting and retaining top executive talent can be tricky. Especially since the savings offered by qualified plans alone may not be enough to maintain their current standard of living in retirement. Fortunately, a comprehensive benefit package that offers non-qualified deferred compensation can help your clients stay ahead of the competition. Watch our quick video to learn how.
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