August 2022 Sales Kit: Back to School
Our August 2022 sales kit is all about helping your clients see how permanent life insurance works as a source of college funding.
August 2020 Sales Kit: Back to School
Our August 2020 sales kit will help you talk to families who need death benefit protection, but also want to help the kids with future college expenses.
College Funding: Why Clients Need Your Help
This month, we’re talking about life insurance and college funding. The costs and challenges are higher than ever - here's what your clients are up against.
Indexed Universal Life Basics
In today’s complex world of insurance, annuity, and investment products, three terms are thrown about without much explanation: Fixed, Variable, and Indexed.
Life Insurance Over 40
As a 20-year-old, your client may have been a bit selfish. They spent money frivolously and without much thought. Whether they treated fast food as its own tier on the food pyramid or spent countless weekends driving hours to see friends, money was tight but there was little care.
Then they turned 3...
New Year's Resolutions & Life Insurance
It's a safe bet that many of your clients' New Year's Resolutions involve money. Help them see how life insurance lets them keep those resolutions.
6 Benefits of Life Insurance for College Planning
Due to the rising costs of college tuition, fewer families can pay to send their children off to college. But the youth of today are our leaders tomorrow, so it’s important that they receive their shot at a college degree without being hindered simply by money.
It’s our job as insurance and financia...
An Example of College Planning With Life Insurance
Henry Jones wants his son, Henry Jr., to go to college just like he did. But, because his wife is sadly deceased, Henry is a single father. He’s not sure he'll be able to save enough money for his son’s college tuition. Junior is off on adventures quite often, so Henry Sr. is also a bit uneasy about ...
Using Permanent Life Insurance for College Tuition
Does this scenario sound familiar?
Your client started a college fund for their child's future educational expenses. Maybe it's a 529, or maybe it's a Coverdell account.
But what happens if mom or dad become unemployed or disabled? If they can’t make the annual payments, most plans fold. If they ar...
Life Insurance as a College Fund Option
We're now in the month of August, which means it's back to school for many. For clients with children, college funding may be stressful.
Consider this: Married couple, two kids.
Seems like your standard family, right? What few think of when considering the “standard” family is the amount of things ...