During the last few weeks we have worked on dozens of life, long term care, disability and annuity cases working alongside our Advisors.
If you are not discussing these issues with your clients then who will?
Case 1) 34 year old to Generate $140,000 in tax free retirement incomeAdvisor had a client who asked about life insurance that could generate tax free retirement income and called us for assistance. This is not unusual, your clients are seeing these ads and are targets every day for life, long term care, disability and retirement planning. You must make sure your clients know you can provide these services. Westland is your one-stop-shop to assist.
This client was a younger solid earner. He could afford an extra $1,000 monthly to save toward retirement and had a new family that needed some added life insurance protection.
We created a solution with indexed universal life that would accept the $1,000 monthly and provide $400,000 of initial life insurance protection growing over time to over $1,600,000 of protection.
In addition, he would hypothetically be able to pull out over $140,000 annually to supplement retirement income at age 70 for 20 years.
Please do not hesitate to contact Nancy or I at any time. We are here to help.
Nancy Woo: (800)238-8144 nancyw@westlandinc.com
Hopefully, you are thinking of clients right now where you can add real additional significance and value to their family with protection and legacy strategies.
Call for your personalized case designs today. We are here at your service.
(800)238-8144 x127