Among business owners with a succession strategy, the most popular plan is to leave the business to family.1 Help family-owned businesses secure their future with a simplified planning approach. No matter the type of business, they likely have unique ownership transitions. View case study presentation.
As a complement to traditional retirement plans, cash-value life insurance offers protection that extends beyond a client’s family to include protecting assets from taxes. Learn more.
New rates for Banner Life and William Penn OPTerm series include a mix of decreases and increases. Click here to learn more.
These can impact your clients’ realistic income needs in retirement. Here’s a one-page look at them.
While today’s women are more empowered than ever before, a substantial gender gap between those with life insurance policies and those without still seems to remain. Read more about connecting with the female client in the latest edition of Broad Market Insights.
In this video, Duncan Wilson gives you his helpful tips for approaching Gen X and Millennial clients with insurance and financial products. Watch Now
A retirement strategy that focuses solely on accumulation can leave clients vulnerable to common risks like taxes, outliving their money, market volatility, and chronic illness-related expenses. Life insurance can help clients manage those risks while providing a foundation of death benefit protection. Learn more.
It’s that time of the year, and we want to help you stay informed in 2021. Ring in the New Year with 2020’s greatest resources:
Paying death benefits to families and businesses during life’s most uncertain moments is the real story behind our business. Last year, we paid close to $1 billion in claims to thousands of families and businesses. See our consumer-approved claims flyer | Download the graphic
These days, it is critical to be able to conduct your business from anywhere, anytime. Columbus Life’s digital platform can help you deliver the same level of service that clients have come to expect, but in a virtual environment.
