INSURANCE RESOURCES FOR YOUR CLIENTS
Knowledge is power
For many clients, understanding the world of life insurance can be complicated and overwhelming. To help grow their knowledge (and comfort level), we’ve developed an extensive collection of resources to help them make more informed decisions. Empower your clients and build on your relationships by sharing these free resources.
The Top Nine Features of Life Insurance
Help clients understand how having the right kind and right amount of life insurance can help them thrive and give them the reassurance they need to create a sound financial foundation.
The Tax Benefits of Cash Value Life Insurance
Some forms of permanent life insurance feature a cash value savings component that may offer little-known tax advantages. Learn how using cash value life insurance can add extra flexibility to a financial strategy.
Understanding Final Expense Life Insurance
It's only natural to want to protect our loved ones whenever we can. Final expense insurance can be an affordable way to purchase whole life insurance to help protect what matters most.
Annual Review Checklist
Regular financial reviews can help clients stay on track to meet their goals. This checklist covers life events and how they may affect coverage needs, as well as investments, retirement, and more.
Why Homeowners Want Mortgage Life Insurance
Whether it's children, a partner, or even your home lender, someone is depending on you to pay the bills. How can you do that if something unexpected happens to you? Life insurance can help loved ones continue on even after you're gone.
Maintaining Financial Security Through a Divorce
Divorces can be difficult. This easy-to-follow, two-page checklist can help clients know where to start and what they’ll need to work toward financial stability during this transitional time.
69% of life insurance owners report that they feel financially secure compared to a statistically significant difference of 49% of non-owners.*
* 2023 Insurance Barometer Report, LIMRA, 2023
Additional resources
Keep the conversation going with your clients through our insights and thought leadership. Visit the Knowledge Place to access our collection of client-facing articles.
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