Life Insurance as an Asset
Talk to your clients about additional uses for life insurance to adapt to future protection, accumulation and transfer needs. Adding life insurance to complement an existing financial portfolio addresses the need for death benefit protection, as well as those seeking:
- Tax advantages
- Efficient wealth transfer
- Access to cash
- An attractive rate of return
Key materials listed below.
Build a Strong Financial Future (BB11600)
Show clients how life insurance can help diversify a financial portfolio and meet future needs.