Insurance Options

When your client is ready to create a financial plan, your role is to analyze their particular situation and help them choose the best combination of coverage and payment options. The decision-making process and the various available options can be a bit perplexing and stressful.

Share the client article below and accompanying short video that introduces what options are available and the process of purchasing a policy.

READ the client article on The Link Between:
Smart Talk About Your Insurance Options


Categories of Insurance – Explained for Your Client

There are many categories of insurance plans and various products available that can make the decision-making for your client perplexing, stressful, and difficult. It is in your, and your clients’, best interest to help them understand the basic types of insurance and guide them in choosing the best combination of coverage and payment options.

Share the client article below and accompanying short video that explains the difference between Term and Permanent life insurance and more about other categories of insurance such as Living Benefits, Critical Illness, Long Term Disability, and Long Term Care.

READ the client article on The Link Between:
Smart Talk About Choosing the Right Insurance