1 + 1 = 2 ... Turn 1 Sale Into 2 (Or More!)
National Insurance Brokerage works with a carrier that financially underwrites cases based on
the projected inheritance of the insured!
Do you have clients who plan to transfer significant wealth to their family members upon death?
Anticipated Inheritances = Opportunity
Bring this news to BOTH existing and prospective clients: Now the assets of one generation can justify life insurance
coverage for the next. So where is the opportunity?
Opportunity
 Speak with clients about their wealth transfer plan and identify future beneficiaries.
Reach out to future beneficiaries and plan for the protection of their projected estate based on the anticipated inheritance.
Re-initiate discussions with uninsurable clients for their children’s legacy planning.
Result
Policies sold to clients and their future beneficiaries to
address existing and projected estate tax liability, respectively.
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Want more information about the Projected Inheritance program, or any of our products and services? Let National Insurance Brokerage help you take your business to the next level! Contact us by phone at 1-800-291-7985 or email to find out more.
*Generation 1 (G1) represents the individual who, upon his or her death, is planning to transfer assets. |
