Available now for a limited time — April 8 through Dec. 31, 2019 — Principal® is offering a one-rate class improvement on single- or limited-pay (up to five years) sales of select universal and indexed universal life insurance policies. Read more.
Life insurance is an important component of a customer’s financial portfolio, and it may be one of their least monitored assets. Help your clients stay on trach for the future and identify potential sales opportunities with a simple policy review. Read more here.
Rachel is 59-year-old female architect from New York with two adult children on the west coast.
Recently widowed, she was referred to a LTCi Specialist after speaking to her Financial Advisor. After discussing her long-term care plan and medical history with the LTCi agent, Rachel applied for MutualCare® Custom Solution and was quoted as select. Read more
You’ve convinced your client of the need for both life insurance and long-term care planning. You’ve provided him with the information on how a life insurance policy with a long-term care rider works and he is ready to buy a policy. He signs the app but then something unexpected happens. Your client, who seemed in fair health, is approved for the life insurance coverage, but is ineligible for the long-term care rider. So, now what? What happens next helps differentiate Income Advantage IUL and Life Protection Advantage IUL from our competitors. Learn more.
We are excited to announce the launch of a new protection-focused IUL in the state of New York: Value+ Protector! Available in combination with our optional chronic illness rider: Accelerated Access Solution®.
Many people think of life insurance only in terms of protecting loved ones. However, the right plan can also provide potential living benefits that can help you do more during your lifetime — and sets the course for a more comfortable retirement. After all, it’s called “life” insurance for a reason. Learn more.