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Chronic Illness Sales Idea

At United of Omaha, we offer Accelerated Death Benefits for Terminal Illness and
Chronic Illness. These riders give clients an option to access a portion of their
death benefit early. This money can provide a little more comfort during a difficult
time or can be used to help cover the costs of long-term care.  Click here to learn more.

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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.