Posts Tagged Final Expenses

How to Help Clients with Filing a Death Benefit Claim

December 6th, 2018

As an insurance professional, certainly, your top goal is ensuring that clients are properly protected with life insurance coverage. So, when the time comes to file for benefits, how can you best help your clients?

One of the first items of business is to assist them with filing the death benefit claim, as well as walking them through what they can expect going forward.

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How to Determine a Client’s Real Need for Life Insurance

October 17th, 2018

When most people think of life insurance, they typically consider the needs that their loved ones will face regarding future income and debt payments. In many cases, these thoughts are faced by younger people – those who may have small children or many years left to pay on their mortgage.

However, there are still a number of other potential needs that are faced by the loved ones of those who are middle aged, or even retired. These financial needs can also be met by obtaining – or keeping – a good solid life insurance policy in force.

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The Risks to Clients’ Assets Without the Protection of Life Insurance

July 30th, 2018

Although many people feel that they don’t need life insurance (or that they are adequately protected with only employer-sponsored coverage), the reality is that there is a long list of situations in which people could be leaving their loved ones with a substantial financial burden in the case of the unexpected.

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Paying Final Expenses or Replacing Income Isn’t the Only Job of Life Insurance

February 12th, 2018

In Fact, It’s Just the Start.

Regardless of how long you’ve been in the life insurance business, it is likely that you regularly discuss with clients the need for this type of coverage as it relates to replacing income for young families and / or the way that it can provide loved ones with peace of mind in knowing that funeral and other financial expenses will be taken care of.

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