During the last few weeks we have worked on dozens of life, long term care, disability and annuity cases working alongside our Advisers.
If you are not discussing these issues with your clients then who will?
Westland is here to help you protect your clients, their, families, their businesses and their portfolio.
Case 1
Could you imagine one of your clients stricken with COVID-19 and the worst happening? Unimaginable, but it is happening. Hopefully, you spent the time with them in the past to put in place a protection strategy that will allow them to still take care of their families and fund their goals in just such an event.
When you speak with clients and calm their fears in this volatile market, why not introduce the life insurance discussion as well. Ask, what if the worst happened to you? Would you like me to look at some life insurance protection for you?
Clients can easily guarantee a legacy or funding goals for their family if they are healthy today. The life insurance industry is reacting more to the low interest rates than to the COVID-19 threat and that reaction is likely to mean that insurance protections will cost more in the future. Lock in today’s rates and don’t delay any longer taking action.
Also a nice way to boost revenue for your practice while helping clients. Let’s work together to identify a couple of potential cases and get moving.