Getting Started
Life insurance is a core part of the American financial fabric.Life insurance is an important investment in many seniors’ portfolios and business’ strategies. |
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There are 38 million life insurance policies owned by American seniors over the age of 65, which have a collective face value of more than $3 trillion. An individual, trust or business that owns a $500,000 policy with annual premiums of 4% of the face value will invest $20,000 each year to keep the policy in force. Over five years, that amounts to $100,000 and over ten years it comes to $200,000.
Reviewing and analyzing whether a life insurance policy continues to be needed or is affordable is as important as reviewing and reallocating all assets held by consumers and businesses.
Reviewing and analyzing whether a life insurance policy continues to be needed or is affordable is as important as reviewing and reallocating all assets held by consumers and businesses.
Learn More about the Sales Process
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