Give Clients an Alternate Approach for Volatile Markets

Market volatility is worrisome for all clients but can be especially so for those on the cusp of or currently in retirement. During those times, clients could benefit from having an alternate source of money to draw from. Talk about how cash value life insurance can help protect loved ones and be that source of income. Find a client-approved case study, an FAQ, and more to help you have actionable conversations around this concept on the November Trimester page.