"They don't need the money, aren't going to spend it, and plan on giving it away. However they still use that money as a security blanket, so they would hate to sign it over."
We all have these clients ... you know, the ones that have the cd's, money markets, and annuities. They aren't using these assets for income and plan to pass them down to the next generation.
However, they are worried about unforeseen financial emergencies. In most cases, these crises are health incidents such as a long term care or chronic illness events.
Now, you can provide your clients with an option to “have their cake and eat it to”. HOW? By transferring your client's assets to a wealth transfer vehicle ... which is a single premium life (SPL) policy to be exact.
SPLs Are Wealth Transfer Vehicles That Provide Your Clients With:
Do you want to speak with your clients about Wealth Transfer,
but you’re not sure how to start? That’s why we are here!
Simply give The Ohlson Group a call at 1-877-844-0900 or
click here to request a Wealth Transfer Proposal . Our marketing consultants will help you break into this exciting marketplace.
We all have these clients ... you know, the ones that have the cd's, money markets, and annuities. They aren't using these assets for income and plan to pass them down to the next generation.
However, they are worried about unforeseen financial emergencies. In most cases, these crises are health incidents such as a long term care or chronic illness events.
Now, you can provide your clients with an option to “have their cake and eat it to”. HOW? By transferring your client's assets to a wealth transfer vehicle ... which is a single premium life (SPL) policy to be exact.
SPLs Are Wealth Transfer Vehicles That Provide Your Clients With:
- High caps
- Return of premium feature
- Long term care type benefits
- No physical exam required
- Double your client's estate with a death benefit in many cases
Do you want to speak with your clients about Wealth Transfer,
but you’re not sure how to start? That’s why we are here!
Simply give The Ohlson Group a call at 1-877-844-0900 or
click here to request a Wealth Transfer Proposal . Our marketing consultants will help you break into this exciting marketplace.
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