Case Study: Life Insurance Pay to Age 65
When your client decides to purchase a life insurance policy, he or she needs to determine how to fit this expense into a budget with a mortgage, vehicles, education, utilities, and multiple other costs. Sometimes, a decision becomes over cost now vs. potentially saving money in the future.
AIP Marketing Alliance has created a new case study on life insurance pay to age 65, where we introduce you to George, who now lives in his 80s with a $100,000 permanent life insurance policy. We show some of the choices George made and how he could have saved money during his retirement.
The idea revolves around leveraging income-generating years vs. retirement years. Most people will have reduced income during retirement. What if you could set your client up with a permanent life policy paid up at age 65 and would not require premium payments during retirement?
This new case study breaks down the numbers and shows how income-generating years with a little higher premium price could help your client prepare for their future.
Contact our Business Development team at (800) 783-5206 Press #2 or firstname.lastname@example.org to get this case study. Our marketing team also can customize this document with your information.
Latest PostsSales Idea: Help Clients Navigate Market Volatility in Retirement with Permanent Life InsuranceJune 2022 Wink Reports First Quarter Annuity, Life Insurance SalesJune 2022 Experiencing FOMO with AIPMA’s LinkedIn Newsletter? Subscribe Today!June 2022
TagsJob Posting Annuity Medicare_Supplements Term Life Insurance Webinars Open Enrollment Myaip Limra Social Media Tickit Genworth North American Protective Holiday Retirement Planning Coronavirus Covid 19 Fidelity Guaranty Life Final Expense Tips Drop Ticket Nafa Web Meetings Lincoln Financial Group Insurance Fraud Life_Insurance Women Charity Aig Transamerica Long_Term_Care Covid19 Nationwide Integrity Foresters Financial Fixed Indexed Annuity Tax Season Bestow Financial Planning Ira Roth Ira Disability_Insurance Fixed Annuity Integrity Marketing Group Regional Director Legal And General American Equity Global Atlantic Equitrust Wink Aipma Carriers Permanent Life Insurance Secure Act Culture Securian Financial Regulations Senior Health Shop Working From Home Taxes Myga
2041 E. Square Lake Road, Suite 100, Troy, Michigan 48085-3897
For more than 40 years, AIP Marketing Alliance (AIPMA) serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. Copyright 2022