Life insurance is an asset that requires the same consideration and review as all of your client’s other financial assets and strategies.
In today’s economic climate, many aging baby boomers and other retirees are turning to financial professionals like you to guide them in leveraging the full value of their life insurance asset. Some retirees may be seeking to sell a policy for an amount greater than the cash surrender value, while others are looking for ways to lower their premiums or reduce the death benefit.
Whatever their motivation, retiree policy owners want the ‘peace of mind’ that comes with knowing that no stone has been left unturned in accessing the ultimate value of their policy.
Whether you are an insurance agent, a wealth management professional, a CPA or a legal advisor, you can rely on us to help you explore options and identify the appropriate solution for each policy that crosses our desk. We look forward to serving as your broker of choice and to establishing a mutually beneficial relationship built on professional competency and transparency.
Do you have clients with term insurance about to expire? You can give them a portion of their premiums back and generate additional revenue.
With Term Settlement, your clients can potentially recover some or all of the premiums they paid for their term coverage.
Contact Marie King Colbert to learn more
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LOCAL (813) 875-6331 • NATIONAL (800) 967-7661
MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.