Focus on the Family
Master the Motivation: Aim for What Matters Most
By now we hope you’ve checked in with your clients to better gauge their status and needs. Odds are multiple clients either have a young family or are hoping for one in the near future. Life Insurance Awareness Month happens to coincide with Back to School season. That gives you a perfect opportunity to discuss family financial planning.
Check out the success stories and support resources on the Financial Education homepage. Compelling life insurance content is ready to be shared directly with your clients.
Make the Most of These Marketing Tools
These links are perfect for sharing with your young family clients. Use the facts and talking points as conversation starters.
- Make Sure Your Assets Go to the Right People – When was the last time you reviewed the beneficiary designations for your accounts? A beneficiary review helps make sure you’ve named the right people and provided the necessary information.
- Plan for College for Future Generations – College costs continue to rise. And while higher education is a great investment, it can be expensive for parents who choose to help.
- Protect Your Future – While you may have a variety of financial, familial and health situations, life insurance policies offer options to help address many different scenarios. While term and permanent life insurance differ in many ways, each can serve your needs with different levels of protection.