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    Not Sure When to Use a Term Conversion Strategy? Here's What You Need to Know

    Posted by Lori Fogle on Wed, Sep 09, 2020 @ 12:00 PM

    “I had another agent refer a client to me and suggested I look at a term conversion strategy for her. But I don’t know when you’d use a strategy like that…” The comment was made during a conversation we recently had with one of our contracted agents. So, in this post, we're going to tackle the topic -- who's a good prospect and what's possible with a convertible term policy...

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    Tags: prospecting, sales techniques, living benefits, term conversion, term convertible life insurance

    How to Prioritize Long-Term Care Insurance (LTCi) Options for Clients

    Posted by Bill Jackson J.D. CLU on Wed, Mar 18, 2020 @ 12:00 PM

    It is important that financial professionals understand the financial product options that have the potential to provide financial resources to offset the cost of a long-term care event. However, it’s not enough just to understand what the options are…

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    Tags: long term care, living benefits

    The Long-Term Care (LTC) Crisis: A Major Risk to Retirement Outcomes

    Posted by Bill Jackson J.D. CLU on Wed, Oct 30, 2019 @ 12:00 PM

    As many in our society near retirement age, a major worry is whether their income will last through retirement and if their desired outcomes will be in jeopardy due to a long-term care event. Is that likely?

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    Tags: long term care, living benefits

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.