Considerations in the Purchase of Life Insurance
Advisys provides easy to follow reports that help zero in on a clients or prospects life insurance needs. The "Considerations" report (featured below) helps clients better understand the most important parts of this crucial area of planning.
- Lead smarter client conversations by shifting focus from price to purpose and planning.
- Clarify complex decisions like ownership, funding, and policy type with plain-language guidance.
- Strengthen recommendations with questions that reveal client values and long-term goals.
Other ways Advisys can help answer client questions about Life Insurance
Analyze other insurance needs for cross sale opportunities for Disability or Long-term Care needs.
Enlighten clients about Social Security and how the "blackout period" impacts their life insurance and retirement income needs.
Calculate the total potential shortfall a client may have and explain how a simple premium payment solves a much larger overall problem.
Explain how cash values on certain types of policies can provide tax advantaged ways to pay for higher education or retirement.
Explain how paying for final expenses and ongoing income needs from retirement funds may result in tax penalties.
Illustrate how "second to die" policies can help solve estate taxation or key employee coverage issues.
Join us for a quick platform walkthrough and see how Advisys can help you provide answers and build valuable trust and rapport in just minutes.
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