An idea for your next Keyman Policy

Stephanie Paoletta Advanced Planning, Business Planning, Case Study, Cincinnati Life, Financial Planning, Insurance Company, Life Insurance, Term Life Insurance, Uncategorized 0 Comments

  Are you a business owner? Have you thought about what would happen if you lost a key employee due to death? Cincinnati Life Insurance Company can provide personal guidance about business continuity planning using Termsetter ROP. Your clients receive funds to offset costs related to a key employee’s death or a refund of their paid base premiums (excluding rider …

How can you use Mutual of Omaha’s Guaranteed Refund Option Rider to create $0 cost life insurance?

Jerry Thomas Advanced Planning, Business Planning, Case Study, FIT Credit, Guaranteed Refund Option, Life Insurance, Mutual of Omaha 0 Comments

Guaranteed Refund Option Rider Overview If the client no longer needs their coverage, Mutual of Omaha’s GUL and GUL Plus policies have a Guaranteed Refund Option rider. This option provides the client with seven 60-day windows in which they can receive their premiums back – up to 50 percent at the end of year 15 and up to 100 percent …

You’re Invited! Carrier Round Table Workshop Thursday, May 19th, 2016

Jerry Thomas Advanced Planning, AIG - American General, Business Planning, Carrier Round Table Wokrshop, Impaired Risk Underwriting, J.L. Thomas & Company Events, Life Insurance, Lincoln Financial, Linked Benefit Product, MoneyGuard, Protective Life, Prudential, Supplemental Retirement Planning 0 Comments

Workshop Overview J.L. Thomas & Company will be hosting a Carrier Round Table meeting. This meeting will give you the opportunity to meet with carrier regional vice presidents (RVPs) to review trending sales ideas, services available to help your clients, and an overview of their underwriting advantages. Guests will be organized into groups of 5-8 and meet with each Round …