At the conclusion of the year, retrospection is natural – particularly this year. Among many other things, the great amount of change we’ve faced is striking. In some way, each of us has been required to adjust our behavior to navigate this extraordinary time in history.

Whether it’s holding webinars, making greater use of social media or becoming a Zoomer, successful producers and businesses have adjusted their practices to overcome whatever obstacles presented themselves. We hope one of those adjustments was to add the discussion of life insurance to your sales process.

This year, we’ve attempted to show you the importance of life insurance as an asset for retirement planning — and as a revenue generator for your business. From legacy planning and tax advantages to assistance with the expenses associated with long-term care and, of course, the death benefit, life insurance is a powerful asset in a “class of its own.” What’s more, life insurance can also be instrumental in potentially creating an additional stream of income.

The opportunity to better serve your clients and your business exists with life insurance. If the life insurance conversation isn’t a standard part of your sales process, make 2021 the year it happens!

• Help your clients understand where they fit on the retirement spectrum – click HERE
• Fact Finders and policy review resources help you learn about the needs of your clients – click HERE
• Long-term care and chronic illness resources to equip clients with information about potential expenses and solutions for covering the cost of care – click HERE
• Does an IRA-to-IUL conversion strategy make sense for your client? Learn more – click HERE

There are so many potential benefits when planning with life insurance!

Give me a call today to learn how to make life insurance part of your sales process.

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12/20-1434047- For financial professional use only. Not to be used with the general public or in a sales situation.