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life insurance

    car life insurance policy review program overview blog header image
    Product R + D

    Life Insurance Policy Reviews for Clients [CAR Program Overview]

    by FIG Marketing August 24, 2022
    written by FIG Marketing

    Updated December 12, 2022, at 12:17 PM

    Life insurance policy reviews are a critical component to sound financial planning for your clients.

    Because chances are, you have plenty of clients with life insurance policies. But when was the last time any of them were thoroughly reviewed? And even if it has been recently, wouldn’t it be nice to get that task off your plate and free up your time to do things you love?

    Utilizing life insurance policy reviews from industry experts not only ensures your clients have the best option for their needs, but it also builds trust and opens the door for new business opportunities.

    That’s why we created our Comprehensive Analysis and Review (CAR) program. Our product experts provide you with the tools necessary to efficiently and effectively conduct a comprehensive client insurance policy review.

    Continue Reading
    August 24, 2022
    12 FacebookTwitterPinterestEmail
  • Uncategorized

    How Life Insurance Loans Work

    by Dave Henry January 27, 2022
    by Dave Henry January 27, 2022

    Updated August 7, 2024, at 1:30 PM Loans from cash value life insurance can provide tax-free income if the policy isn’t a modified endowment contract (MEC) and stays in force until death. …

    6 FacebookTwitterPinterestEmail
  • Product R + D

    Ways Life Insurance Can Soften the Blow from Legislative Tax Proposals

    by Dave Henry July 19, 2021
    by Dave Henry July 19, 2021

    Updated August 7, 2024, at 3:37 PM With several legislative changes to the current tax laws, most everyone agrees there are some significant changes on the horizon. The Made in America Tax …

    4 FacebookTwitterPinterestEmail
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