When clients are looking for places to put their money, they typically are faced with two options. Option A includes financial vehicles such as stocks, bonds or various other investments. Option B includes financial vehicles such as CDs, savings accounts, and money market accounts. However, there is an alternative.

Option C includes death benefit protection and benefits like protection of principal, growth potential, tax advantages, living benefits to assist with the cost of long-term care and chronic illness, and access to the cash value via policy loans. Through the use of life insurance, Option C may be a good fit for your clients – especially in today’s financial environment.

Click HERE to take a look at AE Life’s Option C marketing materials, and contact your AE Life team today to learn how Option C can help you provide a more robust client planning experience.

Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company​. Policy loans and withdrawals will reduce available cash values and death benefits and may cause the policy to lapse or affect guarantees against lapse.

Product News

Smart Builder

If the Option C discussion is part of your repertoire, you’ll be happy to hear that the product formerly known as Rapid Builder is now back with a new name – Smart Builder. Click HERE for the North American field bulletin, and contact me today for more information.