- Life InsuranceMax-Funded, Minimum Death Benefit Life Insurance can be a valuable option for clients. Let us show you how Whole Life, Fixed Universal Life, Index Life or Variable Universal Life can help supplement a retirement plan, college plan, business buy/sell, or an executive benefit plan.
- Long Term CareThere are many Long Term Care forms that vary by company and state. Please contact Marketing Financial at 1-800-677-1087 for updated forms.
- Business InsuranceEstablish client relationships. This step in the planning process gives you the opportunity to build rapport with your client. You will also discuss what work you'll do for the client (business insurance, personal insurance, etc.). Any fees separate from the sale of the insurance policy are discussed. Normally, a fee is charged only for complex insurance planning or business planning.
- AnnuitiesAnnuities can be used to help ensure a steady stream of income in retirement, as well as to help ensure that your spouse and/or designated beneficiary will be taken care of in the event of your death. Many types of annuities exist, and most of them include a death benefit option.