Melody Rowell
As part of your general tax planning, don’t overlook the importance of helping clients create a flexible and versatile estate plan. Planning should take into consideration the effect of taxes after a client’s death … their legacy plan. Help clients protect the wealth they’ve built using strategies in these materials.
Take a Look.
Although, life rarely goes as planned, life insurance can help make your retirement the exception. Read More.
Having conversations with your clients about long-term care is important, but discussing this topic with your female clients is critical. Read More.
Start thinking about long-term care insurance options while you’re healthy and begin the process of making crucial decisions now.
Discover how life insurance can help address the four facets of retirement planning: Foundation, Accumulation, Income, Unanticipated Risk.
Our informative podcast series offers insights into life insurance trends and opportunities that can help drive your life insurance sales.