Do you have clients whose assets have lost value as a result of the recent turmoil in the markets? Are some of these clients concerned that the losses will be detrimental to their wealth transfer plans? Are you aware that NOW you can help restore your clients’ wealth transfer plans by using life insurance death benefits to help stabilize estate values?
Situation: A financial representative called her dedicated DBS Case Design Analyst with concerns about balancing the life insurance and long-term care goals of a married couple. Her client’s husband refused to attend a planning meeting to discuss long-term care, but always attended meetings in the past. The client was very interested in discussing long-term care […]
Many financial professionals put off the all important long-term care conversations with their clients, because it can be uncomfortable if the client is reluctant. However, as a professional, it’s one of the most important discussions to have. If you need inspiration, here are 10 reasons why you should talk to them NOW, sooner rather than […]