CareMatters II is a hybrid long-term care (LTC) solution that can be used to help an employer recruit, reward, and retain select employees by providing long-term care coverage as an executive benefit. Learn more.
About Linda Thomas
Posts by Linda Thomas:
Many grandparents would like to make substantial gifts to their grandchildren but living on a fixed income can make them difficult. With the purchase of a level payment whole life policy based on their lives, grandparents can maximize their gift and guarantee the death benefit. Learn more and check out our customizable marketing piece.
Take advantage of our “Bronze Guarantee” sales strategy on JH Illustrator to show your clients how Protection VUL offers a competitively priced guarantee to age 100 AND the opportunity to save up to 25% off that guaranteed premium by engaging in John Hancock Vitality. Learn more
One of the obstacles many financial professionals face is helping move clients toward long-term choices — especially if short-term, immediate gratification is at hand. Subconscious behavioral biases play a big part in our most important decisions. But there are ways to help clients overcome their tendencies and move toward better decisions. Check out our article that provides a simple tactic you can use to help clients picture the future for a better retirement.
The more you know about your client’s business, the more you can help find potential solutions they need. Our new target marketing reports can help you learn the challenges, trends, and opportunities within specific industries. And of course, our Advanced Markets team is here to help you better serve all of your clients. Download our target marketing reports.
September and Life Insurance Awareness month is almost over. Our featured material for the week is David’s Story: Life Insurance Matters. Life insurance advisor, David Meno, shares his personal journey of being blindsided without life insurance and what he’s doing to protect more Americans – one family at a time. Watch now.
Be ready for the transfer of wealth that is coming! There is a great intergenerational transfer of wealth on the horizon, and it’s important for financial professionals to prepare. Financial professionals who don’t extend their influence to include heirs risk losing assets under management when clients pass away. See how we can help.
Symetra SwiftTerm is the only end-to-end digital platform that issues up to $2 million in term life insurance coverage for eligible clients in about 25 minutes. Join our SwiftTerm leadership teams as they show you how easy it is to make SwiftTerm a part of your business today. Register for SwiftTerm updates.
During Life Insurance Awareness Month, use this worksheet to help clients assess what they’re trying to protect in the event of their untimely death. This method not only focuses on the amount of coverage needed, but the timeframe of those needs as well. Download the worksheet now.