John Hancock Vitality members love that they can order an Apple Watch Series 2 for as little as $25 by exercising regularly. But did you know that it’s also a great conversation starter, lead generator, and relationship builder for you? Watch this short video to learn more about this great benefit.
Help Grandparents Leave a Lasting Legacy
Along with family recipes, coin collections and other keepsakes, it’s also important for grandparents to leave behind non-tangible things like peace of mind and security. Life insurance can help grandparents secure the futures of their kids and grandkids. Use this What Would You Like to Pass Along to Your Grandkids? brochure to help your clients understand how the gift of life insurance can help leave a financial legacy.
Case Study: Executive Bonus Plan
You have a client who is a successful business owner and would like to reward one of her valued employees to help secure his future employment with the company. The employee has a young family with a substantial need for additional life insurance. Your client would also like him to have the option to get back up to 100% of the cumulative paid premiums if he doesn’t need the death benefit when he retires. In a new case study, see how a business owner rewarded her employee using an executive bonus plan with a Symetra UL-G policy that included a Return of Premium (ROP) Rider. It gave the employee and his family added security and the possibility of additional retirement income, and it provided her business with a tax deduction.
Don’t Overlook the Clients Who Feed the World
Building and growing a family farm requires attention to current operations and what the owner wants to pass on to the next generation - and that requires important financial preparation right now. The BOLD Family Farm Strategy helps you address this critical need. Learn more.
Survival Tips for Recent Grads
Are any of your clients recent grads? Help them prepare for the next phase of their life. These financial survival tips are well worth the share and can help them get through the present and prepare for their future more efficiently.