News – Private

History has proven that the only sure thing we can count on with the tax code is that it will change. It’s important that financial professionals remain fluid with their approach to retirement planning with their clients and regularly review their clients’ existing plans, including permanent life insurance policies, to ensure they’re kept current with the changing tax environment.

Inside this month’s edition of The Digest are tools and resources that can help show you how to incorporate life insurance into a client’s retirement plan and create tax diversification.

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In the life insurance industry, February is known as Insure Your Love Month and the perfect time to educate your clients that life insurance isn’t for them; it’s for those that have to carry on without them.

Getting life insurance is a simple act of love, and it clears the financial path for loved ones to carry on.  Inside this month’s edition of The Digest includes many tools and resources that can help determine your client’s life insurance needs.

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November is Long-Term Care Awareness Month and the perfect time to educate your clients about the importance of Long-Term Care “LTC” planning.

Today, 7 out of 10 Americans turning 65 will need long-term care during their retirement, and the financial burden of paying for this care out-of-pocket can be crippling. In recent years, insurance companies have created new, affordable options for clients to purchase Long-Term Care coverage by making it available as a stand-alone product or as a rider that can be added to the life insurance policy.

It’s important to understand the options that are available, and this month’s edition of The Digest includes a number of tools and resources that can help.

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THE PINK EDITION – The Digest goes pink in recognition of Breast Cancer Awareness Month! October is also National Estate Planning Awareness Month and this month’s edition of The Digest is packed full of resources to help financial professionals be better positioned to speak with their clients about the importance of estate planning.

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