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Asset Elevation: Taking Legacy Outcomes to New Heights

Do you have clients between 60 and 75 years old? Do they own deferred annuities they don’t actually need to meet their retirement goals? Do they want to pass on as much of their wealth as possible to their beneficiaries? Chances are, the answer to all thr…
Do you have clients between 60 and 75 years old? Do they own deferred annuities they don’t actually need to meet their retirement goals? Do they want to pass on as much of their we… https://brokersalliance.com/about-brokers-alliance/news/2021/04/asset-elevation-taking-legacy-outcomes-new-heights/

Help Prospects Choose the Best Beneficiary

Sometimes, prospects and clients aren’t sure exactly who to name as a beneficiary on their life insurance policy. Here are some tips you can share with them...
In 2007, an aristocrat in Lisbon picked 70 people at random from a phone book and named them all as beneficiaries in his will. For the rest of us, selecting a beneficiary is a much… https://brokersalliance.com/about-brokers-alliance/news/2019/03/help-prospects-choose-best-beneficiary/