Westland is here to help you protect your clients, their, families, their businesses and their portfolio.
Client had $700,000 in cash and just wanted a safe place for a portion with a higher earnings potential vs. bank savings and money market rates. She wanted to keep funds liquid. Age 53 Female (Widow) Table 2 Rated Health.
We placed $400,000 into the North American (A+) Smart Builder Indexed Life Insurance product with the “Waiver of Surrender” option to keep the cash value liquid. Her worst case over the first year is still positive, but she should expect 3%-4% yield with average S&P 500 index performance.
Pacific Life PremierCare cases. Get contracted now even if you have current production or have done business with Pacific Life in the past. An new appointment through Westland will not change anything with your existing appointment.
LPL Advisors – Great News! I can walk you through ClientWorks as needed to get your OBA processed and approved for doing business with Westland. Reach out to me anytime.