Creating Awareness About the Need for Asset Protection
The Advisys Survivor Needs analysis provides easy to follow reports that help zero in on a clients or prospects life insurance needs. The "Now and Future Needs" report (featured below) provides a one page story that highlights the potential issue of being under insured.
- Paint a complete picture of a family's life insurance needs both now and in the future.
- Quantify accumulative shortfalls to explain the true cost to benefit of a Life insurance policy
- Combine with Advisys' available client education to explain other key aspects of asset protection in a customized presentation.
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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