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ADDvantage Term

Our ADDvantage Term includes Chronic & Critical accelerated death benefits at no additional cost.  When you also make use of our Simple Submit E-app, clients may qualify for our accelerated UW process called WriteAway and get approved quickly without an exam or labs!  Click here to view the product flyer.

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Building trust and connection….What do clients want from you? We recently shared that 80% of widows leave their financial advisor within a year of their husband’s death. While these clients may recognize the value of professional advice, they might not feel deeply connected to their current advisor, leading them to seek someone they connect with on a personal level. Emphasizing relationship-building and understanding unique client priorities can help retain and better serve female clients. Creating a more personal and trustworthy connection is key! Take a look at how both women and men ranked the importance of certain advisor characteristics.