Beneficiary Review
August 19, 2010 by admin
Filed under Marketing Programs
What is Beneficiary Review? A service to help clients determine whether current beneficiary designations are in sync with disposition goals. American General provides all the tools you need. A unique, non-threatening approach to existing clients and new prospects. By design, it involves collecting client data which may identify additional needs or coverage gaps. You can [...]
Lincoln LifeComp suite
September 18, 2009 by admin
Filed under Advanced Markets, Marketing Programs
Lincoln LifeComp is a suite of four employer-sponsored and two private estate plans that are designed to help companies retain and reward selected employees, and allow individuals to obtain needed estate liquidity while minimizing gift tax implications. All plans in the LifeComp suite are funded through life insurance policies. LifeComp offers many potential client advantages, [...]
Top Reasons to Perform Professional Analysis and Review
August 3, 2009 by admin
Filed under Featured, Marketing Programs
Life never stands still. That’s why it’s so important to regularly review you clients life insurance coverage. Our unique Professional Analysis and Review (PAR) approach is an impartial and convenient life insurance analysis program that can help you a reassure your clients. Read More PAR gives you simple, impartial way to gain perspective on each [...]