Is Joint Last-to-Die Insurance Right for Your Client?

If your clients are uncertain on whether joint life coverage is right for them and their spouse, highlight the following benefits for them:

  • The cost of insurance used at the time of issue will be lower than the single life cost currently charged and is fully guaranteed
  • The tax free death benefit receipt coincides to the payment of taxes on the death of the surviving spouse
  • It can help achieve intergenerational wealth transfer, charitable giving and legacy planning

Read the article below that explains this in more detail and share it with your client from, our client-friendly insurance blog.

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Is Joint Insurance Coverage Right for You and Your Spouse?