When clients are looking for places to put their money, typically they feel they have to choose between liquidity, safety and a measurable return. However, there is an alternative: Life insurance can be an asset in a “class of its own.”

Steve Molesky and Jordan Wilson of Stephen M. Molesky & Associates, Inc. in Ellicott City, Maryland, recently utilized an Option C solution with one of their clients.

It all started when Steve and Jordan hosted an Advisor’s Platform webinar featuring Stonewood Financial early this spring. The advisors had great success getting clients to watch the webinar and set appointments. One of the couples they met with are in their late 40s, with healthy incomes and a good portion of their funds sitting in cash.

After Steve and Jordan spoke to their AE Life Marketing team about this opportunity, they chose to look at the Smart Builder indexed universal life for this couple using the WriteAway® accelerated underwriting program. Using the AE Life FastApp program, they applied for $300K lump sum coverage for both spouses. Both applications were submitted, and in just four days they had offers.

Steve and Jordan are so happy with how well the process went for these clients, they are highlighting Option C on their next webinar.

Both advisors did an amazing job leveraging key AE Life resources to help bring this sale to fruition — and you can too. If you have any questions regarding our Meet the Author or FastApp resources, or the Option C solution, please give us a call at 866.363.9595.

 

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Indexed universal life insurance products are not an investment in the “market” or in the applicable index and are subject to all policy fees and charges normally associated with most universal life insurance.

Smart Builder IUL is issued on policy form series LS187 or state version including all applicable endorsements and riders, by North American Company for Life and Health Insurance®, Administrative Office, One Sammons Plaza, Sioux Falls, SD 57193. Products, features, riders, endorsements, or issues ages may not be available in all jurisdictions. Limitations or restrictions may apply.

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